+45.3%
NVTS vs ACI
-43.5%
+88.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.3% | +5.0% | +1.0% |
| 7D | +9.7% | -2.6% | +12.3% | +9.1% |
| 30D | -13.6% | +1.1% | -14.7% | -13.3% |
| 3M | -51.0% | -23.6% | -27.3% | -53.0% |
| 6M | +46.3% | -29.9% | +76.3% | +39.3% |
| YTD | +68.1% | -26.9% | +94.9% | +60.0% |
| 1Y | +113.9% | -34.2% | +148.2% | +95.0% |
| 3Y | +45.3% | -43.6% | +88.9% | +34.9% |
| All | +45.3% | -43.5% | +88.7% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling