-10.8%
NVTS vs BUD
+38.4%
-49.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.1% | +5.9% | +10.6% |
| 7D | -0.3% | +3.3% | -3.6% | +1.5% |
| 30D | -24.4% | +11.8% | -36.2% | -20.2% |
| 3M | -26.5% | -1.1% | -25.4% | -25.7% |
| 6M | -41.4% | +14.9% | -56.3% | -38.9% |
| YTD | +30.7% | +32.6% | -1.9% | +54.0% |
| 1Y | -10.8% | +37.2% | -48.0% | +8.7% |
| All | -10.8% | +38.4% | -49.2% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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