+539.0%
CIEN vs NVTS
+44.1%
+494.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -6.4% | +1.8% | -3.8% |
| 7D | +15.3% | +3.9% | +11.3% | +14.9% |
| 30D | -22.0% | -4.3% | -17.7% | -21.4% |
| 3M | -36.6% | -34.5% | -2.2% | -33.7% |
| 6M | -51.5% | -57.7% | +6.3% | -47.6% |
| YTD | +20.0% | +25.4% | -5.4% | +17.8% |
| 1Y | +44.5% | +13.1% | +31.3% | +42.7% |
| 3Y | +539.0% | +48.9% | +490.1% | +470.8% |
| All | +539.0% | +44.1% | +494.9% | +470.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling