+97.7%
NVTS vs AEIS
+76.3%
+21.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -0.2% |
| 7D | +0.5% | -0.2% | +0.7% | +0.7% |
| 30D | -18.0% | -16.4% | -1.6% | -3.9% |
| 3M | -45.6% | -11.1% | -34.5% | -39.9% |
| 6M | +28.5% | -12.0% | +40.5% | +39.9% |
| YTD | +56.2% | +30.9% | +25.3% | +16.6% |
| 1Y | +97.7% | +74.3% | +23.4% | +17.0% |
| All | +97.7% | +76.3% | +21.4% | +17.0% |
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