+50.8%
CDE vs NVTS
+109.2%
-58.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.3% | -8.2% | -3.2% |
| 7D | +0.5% | +2.7% | -2.2% | -0.1% |
| 30D | +21.9% | -4.5% | +26.3% | +22.7% |
| 3M | +14.9% | -61.5% | +76.5% | +36.5% |
| 6M | -10.5% | +28.0% | -38.5% | -22.7% |
| YTD | +19.3% | +65.3% | -46.0% | -3.3% |
| 1Y | +50.8% | +113.0% | -62.2% | +42.8% |
| All | +50.8% | +109.2% | -58.4% | +42.8% |
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