+91.3%
NVTS vs BLDR
-57.4%
+148.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.4% | +1.9% | +3.7% |
| 7D | -1.4% | -8.2% | +6.8% | +0.5% |
| 30D | -16.5% | -16.6% | +0.1% | -13.1% |
| 3M | -47.6% | -23.2% | -24.5% | -44.6% |
| 6M | +7.3% | -33.7% | +41.0% | +16.0% |
| YTD | +62.9% | -41.3% | +104.2% | +79.3% |
| 1Y | +91.3% | -58.8% | +150.1% | +129.7% |
| All | +91.3% | -57.4% | +148.7% | +129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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