-12.9%
NVTS vs BUD
+46.9%
-59.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | +0.5% | -3.2% | +3.7% | +1.6% |
| 30D | -18.0% | -3.7% | -14.3% | -17.1% |
| 3M | -45.6% | -4.4% | -41.2% | -45.3% |
| 6M | +28.5% | +7.7% | +20.7% | +22.5% |
| YTD | +56.2% | +23.1% | +33.1% | +39.3% |
| 1Y | +97.7% | +33.6% | +64.1% | +68.9% |
| 3Y | +35.0% | +44.7% | -9.7% | +6.3% |
| All | -12.9% | +46.9% | -59.7% | -30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling