+43.0%
NVTS vs AEE
+48.1%
-5.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.5% |
| 7D | +3.5% | +1.1% | +2.4% | +3.8% |
| 30D | -11.9% | 0.0% | -11.9% | -11.9% |
| 3M | -49.2% | -0.9% | -48.3% | -49.3% |
| 6M | +38.4% | -2.4% | +40.8% | +37.8% |
| YTD | +62.5% | +8.6% | +53.8% | +67.3% |
| 1Y | +101.4% | +10.2% | +91.2% | +109.3% |
| All | +43.0% | +48.1% | -5.1% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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