+113.0%
NVTS vs BWA
+59.1%
+53.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.6% | +3.8% |
| 7D | +2.7% | +5.7% | -3.0% | -2.1% |
| 30D | -4.5% | +1.4% | -5.9% | -5.3% |
| 3M | -61.5% | -12.1% | -49.4% | -56.7% |
| 6M | +28.0% | +28.6% | -0.6% | +19.6% |
| YTD | +65.3% | +51.1% | +14.2% | +45.0% |
| 1Y | +113.0% | +55.9% | +57.1% | +84.3% |
| All | +113.0% | +59.1% | +53.9% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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