+113.0%
NVTS vs BR
-29.1%
+142.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.4% | +9.7% | +3.5% |
| 7D | +2.7% | -5.3% | +8.0% | -1.7% |
| 30D | -4.5% | +6.4% | -10.9% | +1.2% |
| 3M | -61.5% | +13.6% | -75.2% | -55.1% |
| 6M | +28.0% | -6.7% | +34.7% | +36.4% |
| YTD | +65.3% | -21.1% | +86.4% | +79.5% |
| 1Y | +113.0% | -29.6% | +142.6% | +184.4% |
| All | +113.0% | -29.1% | +142.1% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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