+113.0%
NVTS vs BTI
+5.0%
+108.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +5.8% |
| 7D | +2.7% | -1.4% | +4.1% | +2.1% |
| 30D | -4.5% | -6.6% | +2.2% | -7.4% |
| 3M | -61.5% | -3.0% | -58.5% | -62.1% |
| 6M | +28.0% | -6.7% | +34.7% | +25.6% |
| YTD | +65.3% | +0.6% | +64.7% | +73.3% |
| 1Y | +113.0% | +5.6% | +107.4% | +185.2% |
| All | +113.0% | +5.0% | +108.0% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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