-2.5%
CNC vs NVTS
-16.8%
+14.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.6% |
| 7D | -0.9% | -1.4% | +0.5% | -0.9% |
| 30D | -1.0% | -16.5% | +15.5% | -1.1% |
| 3M | +4.5% | -47.6% | +52.2% | +4.0% |
| 6M | +85.2% | +7.3% | +77.9% | +85.2% |
| YTD | +61.4% | +62.9% | -1.5% | +61.9% |
| 1Y | +94.9% | +91.3% | +3.6% | +95.7% |
| 3Y | 0.0% | +43.4% | -43.4% | +4.0% |
| All | -2.5% | -16.8% | +14.4% | +4.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling