-4.9%
EQT vs NVTS
-9.1%
+4.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +9.0% | -12.2% | -3.3% |
| 7D | -6.6% | -0.3% | -6.3% | -6.6% |
| 30D | +2.7% | -24.4% | +27.1% | +3.1% |
| 3M | -0.2% | -26.5% | +26.3% | +0.2% |
| 6M | -10.6% | -41.4% | +30.8% | -10.5% |
| YTD | -1.2% | +30.7% | -31.8% | -4.6% |
| 1Y | -4.9% | -10.8% | +5.9% | -6.7% |
| All | -4.9% | -9.1% | +4.2% | -6.7% |
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