+1,683.3%
BE vs NVTS
+37.8%
+1,645.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.3% | +0.5% | -2.3% |
| 7D | +23.9% | +3.5% | +20.5% | +23.3% |
| 30D | +27.8% | -11.9% | +39.8% | +30.7% |
| 3M | +3.7% | -49.2% | +53.0% | +16.0% |
| 6M | +78.0% | +38.4% | +39.5% | +68.2% |
| YTD | +209.9% | +62.5% | +147.4% | +186.9% |
| 1Y | +389.6% | +101.4% | +288.2% | +347.1% |
| All | +1,683.3% | +37.8% | +1,645.5% | +2,319.9% |
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