-10.8%
NVTS vs BTG
+24.4%
-35.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.7% | +0.3% | +3.9% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | -24.4% | -0.8% | -23.6% | -24.1% |
| 3M | -26.5% | +31.8% | -58.3% | -38.3% |
| 6M | -41.4% | +20.4% | -61.8% | -47.8% |
| YTD | +30.7% | +14.7% | +15.9% | +11.1% |
| 1Y | -10.8% | +29.4% | -40.2% | -35.3% |
| All | -10.8% | +24.4% | -35.2% | -35.3% |
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