+43.9%
BNY vs NVTS
-9.1%
+53.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +9.0% | -6.7% | +1.8% |
| 7D | +2.8% | -0.3% | +3.1% | +2.7% |
| 30D | +6.7% | -24.4% | +31.1% | +8.2% |
| 3M | -2.2% | -26.5% | +24.3% | -0.9% |
| 6M | +16.8% | -41.4% | +58.2% | +17.5% |
| YTD | +33.9% | +30.7% | +3.2% | +23.9% |
| 1Y | +43.9% | -10.8% | +54.7% | +35.8% |
| All | +43.9% | -9.1% | +53.0% | +35.8% |
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