+104.8%
INTC vs NVTS
-14.2%
+119.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +8.8% |
| 7D | +17.4% | +9.7% | +7.7% | +16.1% |
| 30D | +2.8% | -13.6% | +16.4% | +4.6% |
| 3M | -5.3% | -51.0% | +45.7% | +2.6% |
| 6M | +140.6% | +46.3% | +94.3% | +129.6% |
| YTD | +183.1% | +68.1% | +115.0% | +165.4% |
| 1Y | +326.8% | +113.9% | +212.9% | +284.4% |
| 3Y | +179.4% | +45.3% | +134.2% | +150.0% |
| All | +104.8% | -14.2% | +119.0% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling