+113.0%
NVTS vs BTG
+38.4%
+74.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.7% | +7.2% |
| 7D | +2.7% | -0.9% | +3.6% | +3.0% |
| 30D | -4.5% | +36.8% | -41.3% | -22.5% |
| 3M | -61.5% | +23.1% | -84.6% | -66.5% |
| 6M | +28.0% | +3.5% | +24.5% | +22.4% |
| YTD | +65.3% | +25.5% | +39.8% | +31.5% |
| 1Y | +113.0% | +40.1% | +72.9% | +89.7% |
| All | +113.0% | +38.4% | +74.6% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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