+41.5%
NU vs NVTS
-34.6%
+76.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.3% | -7.0% | -3.2% |
| 7D | -4.9% | -1.4% | -3.4% | -4.7% |
| 30D | +7.8% | -16.5% | +24.3% | +10.0% |
| 3M | +20.9% | -47.6% | +68.6% | +29.0% |
| 6M | +0.9% | +7.3% | -6.4% | -5.5% |
| YTD | -12.7% | +62.9% | -75.5% | -23.9% |
| 1Y | -6.4% | +91.3% | -97.7% | -22.7% |
| 3Y | +98.1% | +43.4% | +54.7% | +58.3% |
| All | +41.5% | -34.6% | +76.2% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling