-1.5%
NOW vs NVTS
-14.2%
+12.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -5.1% |
| 7D | -6.1% | +9.7% | -15.8% | -6.7% |
| 30D | +7.5% | -13.6% | +21.1% | +8.3% |
| 3M | +17.5% | -51.0% | +68.5% | +22.3% |
| 6M | +7.9% | +46.3% | -38.4% | +0.3% |
| YTD | -12.4% | +68.1% | -80.5% | -20.5% |
| 1Y | -28.6% | +113.9% | -142.5% | -37.9% |
| 3Y | +11.8% | +45.3% | -33.4% | -3.4% |
| All | -1.5% | -14.2% | +12.7% | -12.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling