+97.7%
NVTS vs A
+14.6%
+83.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.8% | -3.5% |
| 7D | +0.5% | -4.6% | +5.0% | +2.1% |
| 30D | -18.0% | -4.3% | -13.8% | -16.6% |
| 3M | -45.6% | +8.9% | -54.6% | -47.1% |
| 6M | +28.5% | +24.5% | +3.9% | +17.7% |
| YTD | +56.2% | +5.8% | +50.3% | +59.0% |
| 1Y | +97.7% | +16.2% | +81.5% | +106.7% |
| All | +97.7% | +14.6% | +83.1% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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