+45.6%
C vs NVTS
+112.0%
-66.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | +3.2% | +9.7% | -6.5% | +2.4% |
| 30D | +1.3% | -13.6% | +14.9% | +2.3% |
| 3M | +3.1% | -51.0% | +54.1% | +7.2% |
| 6M | +29.6% | +46.3% | -16.7% | +19.7% |
| YTD | +19.0% | +68.1% | -49.1% | +8.3% |
| 1Y | +45.6% | +113.9% | -68.3% | +30.9% |
| All | +45.6% | +112.0% | -66.4% | +30.9% |
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