+600.9%
NVCT vs SPY
+81.5%
+519.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.6% | -4.8% |
| 7D | -4.8% | -0.4% | -4.4% | -4.6% |
| 30D | +20.7% | -1.4% | +22.1% | +21.4% |
| 3M | +132.4% | +3.7% | +128.7% | +128.0% |
| 6M | +150.9% | +13.0% | +137.9% | +137.6% |
| YTD | +201.7% | +12.4% | +189.3% | +186.6% |
| 1Y | +259.3% | +18.5% | +240.8% | +235.2% |
| 3Y | +65.4% | +77.6% | -12.2% | +46.4% |
| All | +600.9% | +81.5% | +519.4% | +488.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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