+34.0%
CDE vs NVTS
+105.1%
-71.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.3% | -3.1% | +0.3% |
| 7D | -3.1% | -1.4% | -1.7% | -2.9% |
| 30D | +9.5% | -16.5% | +26.0% | +13.4% |
| 3M | +25.5% | -47.6% | +73.1% | +40.7% |
| 6M | -7.9% | +7.3% | -15.2% | -16.5% |
| YTD | +15.6% | +62.9% | -47.3% | -6.2% |
| 1Y | +34.0% | +91.3% | -57.2% | +24.8% |
| All | +34.0% | +105.1% | -71.1% | +24.8% |
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