+36.3%
BABA vs NVTS
+36.9%
-0.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.5% | -8.3% | +0.9% |
| 7D | +11.6% | +1.5% | +10.1% | +11.4% |
| 30D | +2.3% | -23.8% | +26.1% | +3.2% |
| 3M | -13.7% | -30.6% | +16.9% | -12.7% |
| 6M | -21.9% | -48.4% | +26.5% | -20.8% |
| YTD | -24.6% | +20.6% | -45.2% | -26.9% |
| 1Y | -34.1% | -2.5% | -31.6% | -35.7% |
| 3Y | +36.3% | +44.0% | -7.7% | +30.9% |
| All | +36.3% | +36.9% | -0.6% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling