+98.5%
FLEX vs NVT
+73.8%
+24.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -0.7% |
| 7D | -0.9% | +5.1% | -6.0% | -5.1% |
| 30D | -10.1% | -3.7% | -6.4% | -7.2% |
| 3M | -31.3% | -10.1% | -21.2% | -25.1% |
| 6M | +71.3% | +37.5% | +33.8% | +39.3% |
| YTD | +81.2% | +53.7% | +27.5% | +37.2% |
| 1Y | +98.5% | +70.9% | +27.6% | +39.2% |
| All | +98.5% | +73.8% | +24.7% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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