-12.9%
NVTS vs ACI
-38.0%
+25.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.6% | -3.8% |
| 7D | +0.5% | -7.1% | +7.5% | +0.8% |
| 30D | -18.0% | -4.5% | -13.5% | -17.9% |
| 3M | -45.6% | -22.3% | -23.3% | -44.9% |
| 6M | +28.5% | -28.4% | +56.9% | +30.5% |
| YTD | +56.2% | -29.5% | +85.7% | +58.1% |
| 1Y | +97.7% | -34.2% | +131.9% | +101.5% |
| 3Y | +35.0% | -45.7% | +80.7% | +40.1% |
| All | -12.9% | -38.0% | +25.1% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling