+486.8%
ASX vs NVTS
-54.3%
+541.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.4% | +4.3% | -1.1% |
| 7D | +12.4% | +3.9% | +8.4% | +11.8% |
| 30D | -19.8% | -4.3% | -15.5% | -19.0% |
| 3M | -10.3% | -34.5% | +24.2% | -5.0% |
| 6M | +1.2% | -57.7% | +59.0% | +12.5% |
| YTD | +123.0% | +25.4% | +97.7% | +112.6% |
| 1Y | +145.4% | +13.1% | +132.3% | +136.2% |
| 3Y | +368.6% | +48.9% | +319.7% | +291.3% |
| All | +486.8% | -54.3% | +541.1% | +410.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling