-6.3%
NVTS vs BTG
+55.7%
-61.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.5% | +3.0% |
| 7D | +9.7% | +4.8% | +4.9% | +7.0% |
| 30D | -13.6% | +8.3% | -22.0% | -17.1% |
| 3M | -51.0% | +32.3% | -83.3% | -57.4% |
| 6M | +46.3% | +3.0% | +43.4% | +41.0% |
| YTD | +68.1% | +21.9% | +46.2% | +49.1% |
| 1Y | +113.9% | +28.2% | +85.7% | +88.1% |
| 3Y | +45.3% | +99.9% | -54.6% | +3.4% |
| All | -6.3% | +55.7% | -61.9% | -28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling