+208.7%
NRG vs NVTS
+38.1%
+170.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.3% | -2.7% | +1.4% |
| 7D | -4.7% | -1.4% | -3.2% | -4.6% |
| 30D | -6.0% | -16.5% | +10.5% | -5.1% |
| 3M | -8.0% | -47.6% | +39.7% | -5.5% |
| 6M | -23.2% | +7.3% | -30.4% | -24.4% |
| YTD | -28.1% | +62.9% | -90.9% | -31.0% |
| 1Y | -27.3% | +91.3% | -118.5% | -31.1% |
| 3Y | +208.7% | +43.4% | +165.3% | +189.1% |
| All | +208.7% | +38.1% | +170.5% | +189.1% |
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