+7.8%
EQT vs NVTS
+109.2%
-101.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.1% | -0.9% |
| 7D | +1.1% | +2.7% | -1.6% | +1.0% |
| 30D | +7.7% | -4.5% | +12.1% | +7.7% |
| 3M | +0.2% | -61.5% | +61.7% | +2.2% |
| 6M | -9.5% | +28.0% | -37.5% | -11.8% |
| YTD | +3.8% | +65.3% | -61.4% | -0.5% |
| 1Y | +7.8% | +113.0% | -105.2% | +11.1% |
| All | +7.8% | +109.2% | -101.5% | +11.1% |
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 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