+97.7%
NVTS vs BEN
+43.6%
+54.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.5% | -2.5% |
| 7D | +0.5% | +0.3% | +0.1% | +0.3% |
| 30D | -18.0% | +0.9% | -18.9% | -18.5% |
| 3M | -45.6% | +9.2% | -54.8% | -49.3% |
| 6M | +28.5% | +36.8% | -8.3% | -3.9% |
| YTD | +56.2% | +44.4% | +11.8% | +11.5% |
| 1Y | +97.7% | +45.8% | +51.9% | +36.9% |
| All | +97.7% | +43.6% | +54.1% | +36.9% |
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