+278.2%
GE vs NVTS
+62.2%
+216.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +7.4% | -5.9% | +1.3% |
| 7D | +4.0% | +7.9% | -3.9% | +3.8% |
| 30D | +11.1% | +0.8% | +10.3% | +10.9% |
| 3M | -6.7% | -26.0% | +19.2% | -6.4% |
| 6M | +14.3% | -55.5% | +69.8% | +15.2% |
| YTD | +11.7% | +41.0% | -29.3% | +9.8% |
| 1Y | +10.9% | +10.4% | +0.5% | +9.4% |
| All | +278.2% | +62.2% | +216.0% | +291.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling