+43.0%
NVTS vs BN
+71.3%
-28.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -1.3% |
| 7D | +3.5% | -3.0% | +6.5% | +6.7% |
| 30D | -11.9% | -13.0% | +1.1% | +1.7% |
| 3M | -49.2% | -15.2% | -34.0% | -39.5% |
| 6M | +38.4% | -5.9% | +44.3% | +45.5% |
| YTD | +62.5% | -15.8% | +78.2% | +93.3% |
| 1Y | +101.4% | -12.2% | +113.6% | +130.4% |
| All | +43.0% | +71.3% | -28.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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