+45.3%
NVTS vs AG
+272.3%
-227.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.1% |
| 7D | +9.7% | +4.5% | +5.2% | +7.8% |
| 30D | -13.6% | +12.9% | -26.5% | -17.7% |
| 3M | -51.0% | +20.9% | -71.9% | -54.3% |
| 6M | +46.3% | -19.5% | +65.9% | +54.5% |
| YTD | +68.1% | +24.8% | +43.3% | +52.8% |
| 1Y | +113.9% | +120.2% | -6.3% | +65.3% |
| 3Y | +45.3% | +279.0% | -233.7% | -8.9% |
| All | +45.3% | +272.3% | -227.0% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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