+101.4%
NVTS vs AR
+21.2%
+80.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +3.5% | -1.2% | +4.7% | +3.5% |
| 30D | -11.9% | +5.5% | -17.5% | -11.9% |
| 3M | -49.2% | +12.9% | -62.1% | -49.4% |
| 6M | +38.4% | +0.1% | +38.3% | +37.1% |
| YTD | +62.5% | +13.5% | +48.9% | +62.5% |
| 1Y | +101.4% | +21.6% | +79.8% | +110.2% |
| All | +101.4% | +21.2% | +80.2% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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