+360.5%
BE vs NVTS
+109.2%
+251.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.3% | +1.0% | +4.7% |
| 7D | +20.0% | +2.7% | +17.3% | +18.4% |
| 30D | +7.9% | -4.5% | +12.4% | +9.0% |
| 3M | -13.2% | -61.5% | +48.3% | +23.6% |
| 6M | +53.5% | +28.0% | +25.5% | +23.3% |
| YTD | +191.0% | +65.3% | +125.8% | +100.7% |
| 1Y | +360.5% | +113.0% | +247.5% | +192.0% |
| All | +360.5% | +109.2% | +251.3% | +192.0% |
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