+1,003.7%
DELL vs NVTS
-16.8%
+1,020.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.3% | +7.7% | +11.6% |
| 7D | +8.2% | -1.4% | +9.7% | +8.4% |
| 30D | +17.1% | -16.5% | +33.6% | +19.0% |
| 3M | +45.2% | -47.6% | +92.8% | +52.7% |
| 6M | +286.8% | +7.3% | +279.5% | +277.3% |
| YTD | +354.8% | +62.9% | +291.9% | +325.6% |
| 1Y | +358.3% | +91.3% | +267.0% | +317.4% |
| 3Y | +724.9% | +43.4% | +681.5% | +620.1% |
| All | +1,003.7% | -16.8% | +1,020.6% | +797.9% |
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 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