+358.3%
DELL vs NVTS
+105.1%
+253.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.3% | +7.7% | +11.3% |
| 7D | +8.2% | -1.4% | +9.7% | +8.5% |
| 30D | +17.1% | -16.5% | +33.6% | +20.3% |
| 3M | +45.2% | -47.6% | +92.8% | +55.7% |
| 6M | +286.8% | +7.3% | +279.5% | +269.4% |
| YTD | +354.8% | +62.9% | +291.9% | +314.8% |
| 1Y | +358.3% | +91.3% | +267.0% | +325.6% |
| All | +358.3% | +105.1% | +253.1% | +325.6% |
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