-9.1%
NVTS vs BIDU
-49.2%
+40.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.8% |
| 7D | -1.4% | -8.1% | +6.7% | +3.1% |
| 30D | -16.5% | -12.8% | -3.7% | -10.2% |
| 3M | -47.6% | -21.3% | -26.4% | -40.4% |
| 6M | +7.3% | -27.0% | +34.3% | +26.2% |
| YTD | +62.9% | -30.0% | +92.9% | +97.3% |
| 1Y | +91.3% | -18.3% | +109.5% | +111.0% |
| 3Y | +43.4% | -33.8% | +77.2% | +70.4% |
| All | -9.1% | -49.2% | +40.1% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling