-20.6%
FISV vs NVTS
+44.3%
-64.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.0% | -4.5% |
| 7D | -6.4% | +3.5% | -9.9% | -6.2% |
| 30D | -6.8% | -11.9% | +5.1% | -7.4% |
| 3M | -10.0% | -49.2% | +39.3% | -11.5% |
| 6M | -20.6% | +38.4% | -59.0% | -26.6% |
| All | -20.6% | +44.3% | -64.9% | -26.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling