-10.8%
NVTS vs BTI
+24.7%
-35.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.4% | +5.6% | +10.8% |
| 7D | -0.3% | +5.3% | -5.6% | +2.6% |
| 30D | -24.4% | +19.1% | -43.5% | -16.9% |
| 3M | -26.5% | +6.5% | -33.0% | -22.3% |
| 6M | -41.4% | +9.4% | -50.8% | -39.0% |
| YTD | +30.7% | +14.4% | +16.3% | +43.3% |
| 1Y | -10.8% | +23.9% | -34.7% | -7.6% |
| All | -10.8% | +24.7% | -35.5% | -7.6% |
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