+45.3%
NVTS vs A
+29.5%
+15.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +3.6% |
| 7D | +9.7% | -2.1% | +11.7% | +11.3% |
| 30D | -13.6% | +0.6% | -14.2% | -14.1% |
| 3M | -51.0% | +10.9% | -61.9% | -55.1% |
| 6M | +46.3% | +28.2% | +18.2% | +17.1% |
| YTD | +68.1% | +8.6% | +59.5% | +56.4% |
| 1Y | +113.9% | +15.5% | +98.4% | +85.1% |
| 3Y | +45.3% | +31.8% | +13.5% | +5.5% |
| All | +45.3% | +29.5% | +15.8% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling