-6.8%
AVGO vs NVTS
-9.1%
+2.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +9.0% | -11.0% | -3.6% |
| 7D | -7.5% | -0.3% | -7.2% | -7.6% |
| 30D | -10.2% | -24.4% | +14.2% | -6.3% |
| 3M | -22.0% | -26.5% | +4.5% | -18.7% |
| 6M | -21.6% | -41.4% | +19.8% | -18.0% |
| YTD | -5.4% | +30.7% | -36.1% | -18.8% |
| 1Y | -6.8% | -10.8% | +4.0% | -12.2% |
| All | -6.8% | -9.1% | +2.2% | -12.2% |
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