-10.3%
NVTS vs ACWI
+10.0%
-20.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.6% | +9.7% |
| 7D | +1.5% | -2.4% | +3.9% | +14.1% |
| 30D | -23.8% | -5.2% | -18.6% | -1.3% |
| 3M | -30.6% | -4.8% | -25.7% | -10.3% |
| 6M | -48.4% | -1.3% | -47.1% | -38.8% |
| YTD | +20.6% | +8.4% | +12.2% | +5.3% |
| All | -10.3% | +10.0% | -20.3% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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