+13.1%
NVTS vs ALL
+30.2%
-17.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.7% | -5.9% |
| 7D | +3.9% | +5.0% | -1.1% | +12.0% |
| 30D | -4.3% | +13.3% | -17.7% | +17.1% |
| 3M | -34.5% | +3.2% | -37.7% | -30.3% |
| 6M | -57.7% | +25.3% | -83.1% | -36.9% |
| YTD | +25.4% | +30.5% | -5.1% | +97.3% |
| 1Y | +13.1% | +29.2% | -16.1% | +78.8% |
| All | +13.1% | +30.2% | -17.0% | +78.8% |
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