+96.7%
INTC vs NVTS
-20.2%
+117.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.9% | -1.7% | -5.1% |
| 7D | +9.4% | +0.5% | +9.0% | +9.4% |
| 30D | +2.7% | -18.0% | +20.7% | +5.2% |
| 3M | -6.3% | -45.6% | +39.3% | +0.6% |
| 6M | +114.5% | +28.5% | +86.0% | +107.6% |
| YTD | +171.9% | +56.2% | +115.7% | +157.1% |
| 1Y | +305.0% | +97.7% | +207.3% | +268.3% |
| 3Y | +168.3% | +35.0% | +133.4% | +142.2% |
| All | +96.7% | -20.2% | +117.0% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling