-61.1%
FISV vs NVTS
+109.2%
-170.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.8% | +0.7% |
| 7D | -0.3% | +2.7% | -3.0% | -0.3% |
| 30D | -2.1% | -4.5% | +2.4% | -2.1% |
| 3M | -5.7% | -61.5% | +55.8% | -6.5% |
| 6M | -15.3% | +28.0% | -43.3% | -17.1% |
| YTD | -21.1% | +65.3% | -86.4% | -22.3% |
| 1Y | -61.1% | +113.0% | -174.1% | -64.8% |
| All | -61.1% | +109.2% | -170.3% | -64.8% |
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