-9.4%
NVTS vs BUD
+47.5%
-56.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -2.6% |
| 7D | +3.5% | -1.3% | +4.8% | +3.9% |
| 30D | -11.9% | -6.1% | -5.8% | -10.2% |
| 3M | -49.2% | -3.8% | -45.5% | -49.1% |
| 6M | +38.4% | +8.2% | +30.3% | +31.8% |
| YTD | +62.5% | +23.6% | +38.9% | +44.7% |
| 1Y | +101.4% | +33.4% | +68.0% | +72.3% |
| 3Y | +40.4% | +45.3% | -4.9% | +10.4% |
| All | -9.4% | +47.5% | -56.9% | -27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling