+271.9%
ASX vs NVTS
+103.9%
+168.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.3% | +6.9% | +4.2% |
| 7D | +11.1% | +3.5% | +7.6% | +10.3% |
| 30D | +9.6% | -11.9% | +21.5% | +12.3% |
| 3M | +18.6% | -49.2% | +67.9% | +31.8% |
| 6M | +92.1% | +38.4% | +53.7% | +85.5% |
| YTD | +158.5% | +62.5% | +96.0% | +142.2% |
| 1Y | +271.9% | +101.4% | +170.5% | +255.7% |
| All | +271.9% | +103.9% | +168.0% | +255.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NVTS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling