-10.8%
NVTS vs AU
+42.5%
-53.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.0% | +1.0% | +4.3% |
| 7D | -0.3% | +0.8% | -1.1% | -0.8% |
| 30D | -24.4% | -7.0% | -17.4% | -21.2% |
| 3M | -26.5% | +8.5% | -35.0% | -30.8% |
| 6M | -41.4% | -1.3% | -40.1% | -40.8% |
| YTD | +30.7% | +6.8% | +23.9% | +22.1% |
| 1Y | -10.8% | +44.6% | -55.4% | -29.5% |
| All | -10.8% | +42.5% | -53.3% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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