+91.3%
NVTS vs AZO
-32.5%
+123.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.5% | +4.3% |
| 7D | -1.4% | -3.6% | +2.1% | -2.5% |
| 30D | -16.5% | -5.6% | -11.0% | -17.7% |
| 3M | -47.6% | -6.6% | -41.0% | -48.0% |
| 6M | +7.3% | -22.5% | +29.8% | +4.6% |
| YTD | +62.9% | -15.2% | +78.1% | +68.5% |
| 1Y | +91.3% | -33.9% | +125.2% | +122.0% |
| All | +91.3% | -32.5% | +123.8% | +122.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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