+1,109.3%
BE vs NVTS
-15.6%
+1,124.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.3% | +1.0% | +6.0% |
| 7D | +20.0% | +2.7% | +17.3% | +19.2% |
| 30D | +7.9% | -4.5% | +12.4% | +8.6% |
| 3M | -13.2% | -61.5% | +48.3% | +5.5% |
| 6M | +53.5% | +28.0% | +25.5% | +42.8% |
| YTD | +191.0% | +65.3% | +125.8% | +156.7% |
| 1Y | +360.5% | +113.0% | +247.5% | +288.8% |
| 3Y | +1,568.0% | +34.7% | +1,533.3% | +1,353.8% |
| All | +1,109.3% | -15.6% | +1,124.9% | +1,187.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling