+1,218.7%
BE vs NVTS
-16.8%
+1,235.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.3% | +2.4% | +5.8% |
| 7D | +9.0% | -1.4% | +10.5% | +9.5% |
| 30D | +16.3% | -16.5% | +32.8% | +20.8% |
| 3M | +10.8% | -47.6% | +58.4% | +27.0% |
| 6M | +73.2% | +7.3% | +65.9% | +67.2% |
| YTD | +217.4% | +62.9% | +154.5% | +181.0% |
| 1Y | +309.8% | +91.3% | +218.5% | +252.4% |
| 3Y | +1,726.2% | +43.4% | +1,682.8% | +1,452.8% |
| All | +1,218.7% | -16.8% | +1,235.6% | +1,309.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling