+310.6%
BE vs NVTS
+87.1%
+223.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | -0.1% | -2.3% |
| 7D | +9.7% | +0.5% | +9.3% | +9.7% |
| 30D | +22.4% | -18.0% | +40.4% | +33.0% |
| 3M | +10.4% | -45.6% | +56.0% | +39.9% |
| 6M | +67.9% | +28.5% | +39.4% | +33.5% |
| YTD | +197.5% | +56.2% | +141.3% | +109.1% |
| 1Y | +310.6% | +97.7% | +212.9% | +154.9% |
| All | +310.6% | +87.1% | +223.5% | +154.9% |
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 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