-10.8%
NVTS vs BEN
+56.2%
-67.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.7% | +4.3% | +3.4% |
| 7D | -0.3% | +6.7% | -7.1% | -7.6% |
| 30D | -24.4% | +3.0% | -27.4% | -26.8% |
| 3M | -26.5% | -4.3% | -22.1% | -22.4% |
| 6M | -41.4% | +16.4% | -57.8% | -48.2% |
| YTD | +30.7% | +46.8% | -16.1% | -16.9% |
| 1Y | -10.8% | +57.3% | -68.2% | -49.2% |
| All | -10.8% | +56.2% | -67.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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