+21.9%
BABA vs NVTS
+44.1%
-22.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.3% |
| 7D | -13.8% | +3.9% | -17.7% | -13.9% |
| 30D | -15.1% | -4.3% | -10.8% | -15.1% |
| 3M | -22.7% | -34.5% | +11.7% | -21.7% |
| 6M | -34.7% | -57.7% | +23.0% | -33.1% |
| YTD | -35.0% | +25.4% | -60.4% | -37.1% |
| 1Y | -40.4% | +13.1% | -53.6% | -42.1% |
| 3Y | +21.9% | +48.9% | -27.0% | +16.5% |
| All | +21.9% | +44.1% | -22.2% | +16.5% |
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 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