+113.0%
NVTS vs AEIS
+93.3%
+19.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.9% | +4.2% |
| 7D | +2.7% | +3.0% | -0.3% | +0.1% |
| 30D | -4.5% | -14.6% | +10.2% | +9.9% |
| 3M | -61.5% | -12.4% | -49.1% | -56.6% |
| 6M | +28.0% | -15.0% | +42.9% | +43.6% |
| YTD | +65.3% | +34.3% | +31.0% | +21.0% |
| 1Y | +113.0% | +87.4% | +25.6% | +26.7% |
| All | +113.0% | +93.3% | +19.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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