-50.3%
NVTS vs BUD
+5.0%
-55.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -5.4% |
| 7D | +21.6% | -1.6% | +23.2% | +19.4% |
| 30D | -8.5% | +6.7% | -15.2% | -0.3% |
| 3M | -31.4% | +5.9% | -37.3% | -25.9% |
| 6M | -50.3% | +5.1% | -55.4% | -43.5% |
| All | -50.3% | +5.0% | -55.3% | -43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling