+43.4%
NVTS vs BTG
+94.8%
-51.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.4% | +3.9% | +4.1% |
| 7D | -1.4% | -3.8% | +2.3% | +0.5% |
| 30D | -16.5% | +3.6% | -20.1% | -18.4% |
| 3M | -47.6% | +32.0% | -79.7% | -55.3% |
| 6M | +7.3% | +3.4% | +3.9% | +2.9% |
| YTD | +62.9% | +20.8% | +42.1% | +42.7% |
| 1Y | +91.3% | +22.4% | +68.9% | +68.9% |
| 3Y | +43.4% | +91.7% | -48.3% | +4.4% |
| All | +43.4% | +94.8% | -51.4% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling