-57.7%
NVTS vs BEN
+16.5%
-74.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.4% | -6.8% | -7.1% |
| 7D | +3.9% | +6.8% | -2.8% | -6.5% |
| 30D | -4.3% | +18.0% | -22.3% | -24.4% |
| 3M | -34.5% | +7.5% | -41.9% | -40.7% |
| 6M | -57.7% | +14.7% | -72.4% | -64.0% |
| All | -57.7% | +16.5% | -74.2% | -64.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling