+26.0%
C vs NVTS
-9.1%
+35.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.0% | -7.3% | +1.0% |
| 7D | +1.1% | -0.3% | +1.4% | +1.0% |
| 30D | -2.4% | -24.4% | +22.0% | -0.6% |
| 3M | -8.4% | -26.5% | +18.1% | -6.7% |
| 6M | +0.3% | -41.4% | +41.7% | +1.3% |
| YTD | +9.1% | +30.7% | -21.6% | -1.6% |
| 1Y | +26.0% | -10.8% | +36.8% | +16.3% |
| All | +26.0% | -9.1% | +35.1% | +16.3% |
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