-16.3%
NOW vs NVTS
+36.9%
-53.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.5% | -9.9% | -0.6% |
| 7D | -3.0% | +1.5% | -4.5% | -3.1% |
| 30D | -26.0% | -23.8% | -2.2% | -25.7% |
| 3M | -13.1% | -30.6% | +17.5% | -12.6% |
| 6M | +14.5% | -48.4% | +62.9% | +14.8% |
| YTD | -33.4% | +20.6% | -54.0% | -35.7% |
| 1Y | -40.6% | -2.5% | -38.1% | -42.3% |
| 3Y | -16.3% | +44.0% | -60.3% | -19.8% |
| All | -16.3% | +36.9% | -53.2% | -19.8% |
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