+113.0%
NVTS vs ALL
+28.3%
+84.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.7% | +4.2% |
| 7D | +2.7% | 0.0% | +2.7% | +2.9% |
| 30D | -4.5% | -1.5% | -3.0% | -5.6% |
| 3M | -61.5% | +23.6% | -85.2% | -44.0% |
| 6M | +28.0% | +22.3% | +5.6% | +84.0% |
| YTD | +65.3% | +26.5% | +38.7% | +151.4% |
| 1Y | +113.0% | +27.0% | +86.0% | +253.0% |
| All | +113.0% | +28.3% | +84.7% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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