+10.6%
NVTS vs ALLY
-0.9%
+11.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.6% |
| 7D | +21.6% | -2.1% | +23.8% | +23.3% |
| 30D | -8.5% | +2.0% | -10.5% | -9.3% |
| 3M | -31.4% | -13.3% | -18.0% | -25.3% |
| 6M | -50.3% | -9.9% | -40.5% | -47.2% |
| YTD | +33.9% | -13.5% | +47.4% | +53.7% |
| 1Y | +10.6% | -2.8% | +13.5% | +13.3% |
| All | +10.6% | -0.9% | +11.6% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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