+45.3%
NVTS vs BEN
+56.8%
-11.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.9% |
| 7D | +9.7% | +4.7% | +5.0% | +5.0% |
| 30D | -13.6% | +2.6% | -16.2% | -15.6% |
| 3M | -51.0% | +11.5% | -62.5% | -55.4% |
| 6M | +46.3% | +35.3% | +11.0% | +9.9% |
| YTD | +68.1% | +48.6% | +19.4% | +15.9% |
| 1Y | +113.9% | +46.7% | +67.2% | +48.7% |
| 3Y | +45.3% | +57.0% | -11.7% | -10.0% |
| All | +45.3% | +56.8% | -11.6% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling