+48.9%
NVTS vs ALB
-14.4%
+63.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.4% | -5.0% | -5.5% |
| 7D | +3.9% | -5.8% | +9.7% | +8.2% |
| 30D | -4.3% | -4.5% | +0.2% | -1.2% |
| 3M | -34.5% | -28.1% | -6.4% | -19.3% |
| 6M | -57.7% | -53.2% | -4.5% | -30.7% |
| YTD | +25.4% | -33.3% | +58.7% | +67.5% |
| 1Y | +13.1% | -17.4% | +30.6% | +31.0% |
| 3Y | +48.9% | -14.1% | +63.1% | +42.6% |
| All | +48.9% | -14.4% | +63.4% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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