+26.0%
EOG vs NVTS
+32.4%
-6.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.9% | +4.2% | +0.3% |
| 7D | +1.0% | +0.5% | +0.6% | +1.0% |
| 30D | +2.8% | -18.0% | +20.8% | +2.9% |
| 3M | +5.9% | -45.6% | +51.5% | +6.2% |
| 6M | +17.1% | +28.5% | -11.4% | +16.4% |
| YTD | +43.9% | +56.2% | -12.2% | +42.7% |
| 1Y | +26.9% | +97.7% | -70.8% | +25.3% |
| All | +26.0% | +32.4% | -6.4% | +23.1% |
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