+56.3%
NVEC vs SPY
+17.2%
+39.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.6% |
| 7D | -1.0% | -2.0% | +1.0% | +2.0% |
| 30D | -16.5% | -1.7% | -14.8% | -14.4% |
| 3M | -6.0% | +4.7% | -10.7% | -12.6% |
| 6M | +46.1% | +12.5% | +33.6% | +24.8% |
| YTD | +70.4% | +11.7% | +58.6% | +47.0% |
| 1Y | +56.3% | +17.5% | +38.9% | +23.6% |
| All | +56.3% | +17.2% | +39.1% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling