-9.1%
NVTS vs BTI
+118.9%
-128.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +4.3% |
| 7D | -1.4% | -0.2% | -1.2% | -1.4% |
| 30D | -16.5% | -1.1% | -15.4% | -16.5% |
| 3M | -47.6% | -8.8% | -38.9% | -47.5% |
| 6M | +7.3% | -4.0% | +11.2% | +6.1% |
| YTD | +62.9% | +0.4% | +62.5% | +60.2% |
| 1Y | +91.3% | +1.9% | +89.4% | +88.2% |
| 3Y | +43.4% | +108.5% | -65.1% | +5.5% |
| All | -9.1% | +118.9% | -128.1% | -17.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling