+91.3%
NVTS vs BR
-31.7%
+123.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.0% |
| 7D | -1.4% | -3.0% | +1.5% | -3.9% |
| 30D | -16.5% | -0.3% | -16.2% | -16.3% |
| 3M | -47.6% | +17.3% | -64.9% | -37.1% |
| 6M | +7.3% | -6.7% | +14.0% | +12.5% |
| YTD | +62.9% | -23.4% | +86.3% | +66.5% |
| 1Y | +91.3% | -32.7% | +124.0% | +124.4% |
| All | +91.3% | -31.7% | +123.0% | +124.4% |
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