+45.3%
NVTS vs BUD
+48.7%
-3.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +9.7% | +0.8% | +8.9% | +9.6% |
| 30D | -13.6% | -4.8% | -8.8% | -13.0% |
| 3M | -51.0% | +1.4% | -52.3% | -51.5% |
| 6M | +46.3% | +9.9% | +36.5% | +41.3% |
| YTD | +68.1% | +26.3% | +41.7% | +55.2% |
| 1Y | +113.9% | +36.1% | +77.8% | +92.1% |
| 3Y | +45.3% | +48.6% | -3.3% | +13.6% |
| All | +45.3% | +48.7% | -3.4% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling