+283.9%
NVTS vs ADVB
-95.9%
+379.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +42.7% | -47.7% | -5.1% |
| 7D | +21.6% | +74.2% | -52.6% | +21.4% |
| 30D | -8.5% | -35.9% | +27.3% | -9.3% |
| 3M | -31.4% | -56.4% | +25.1% | -32.3% |
| 6M | -50.3% | -36.7% | -13.6% | -51.2% |
| YTD | +33.9% | -43.3% | +77.2% | +28.8% |
| 1Y | +10.6% | -63.4% | +74.0% | +10.2% |
| All | +283.9% | -95.9% | +379.8% | +626.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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