+25.3%
NVST vs SPY
+13.0%
+12.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -3.7% |
| 7D | -6.9% | -0.9% | -6.0% | -5.6% |
| 30D | +11.4% | -2.4% | +13.8% | +14.9% |
| 3M | -11.2% | -1.2% | -10.1% | -9.8% |
| 6M | +4.6% | +3.3% | +1.3% | -0.5% |
| YTD | +16.6% | +12.3% | +4.3% | -4.2% |
| 1Y | +25.3% | +12.4% | +12.8% | +2.7% |
| All | +25.3% | +13.0% | +12.3% | +2.7% |
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