+14.5%
MDB vs NVTS
+109.2%
-94.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.3% | -10.4% | -4.4% |
| 7D | -17.4% | +2.7% | -20.1% | -17.6% |
| 30D | -2.0% | -4.5% | +2.4% | -1.9% |
| 3M | -3.0% | -61.5% | +58.5% | +1.3% |
| 6M | +48.7% | +28.0% | +20.7% | +35.9% |
| YTD | -12.1% | +65.3% | -77.4% | -20.8% |
| 1Y | +14.5% | +113.0% | -98.5% | +4.6% |
| All | +14.5% | +109.2% | -94.7% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling