+56.1%
B vs NVTS
+103.9%
-47.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.3% | +4.4% | +1.5% |
| 7D | +1.0% | +3.5% | -2.4% | +0.5% |
| 30D | +9.5% | -11.9% | +21.4% | +11.0% |
| 3M | +14.3% | -49.2% | +63.6% | +22.4% |
| 6M | -1.9% | +38.4% | -40.3% | -9.0% |
| YTD | +4.1% | +62.5% | -58.4% | -6.8% |
| 1Y | +56.1% | +101.4% | -45.3% | +45.5% |
| All | +56.1% | +103.9% | -47.8% | +45.5% |
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