+14.5%
NOW vs NVTS
-49.2%
+63.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.5% | -9.9% | +0.2% |
| 7D | -3.0% | +1.5% | -4.5% | -2.7% |
| 30D | -26.0% | -23.8% | -2.2% | -27.6% |
| 3M | -13.1% | -30.6% | +17.5% | -15.4% |
| 6M | +14.5% | -48.4% | +62.9% | +22.2% |
| All | +14.5% | -49.2% | +63.7% | +22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling