+59.1%
NVTS vs BWA
+64.3%
-5.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.5% | -4.5% |
| 7D | +21.6% | +7.3% | +14.3% | +13.9% |
| 30D | -8.5% | -15.8% | +7.3% | +10.1% |
| 3M | -31.4% | -25.7% | -5.6% | -6.6% |
| 6M | -50.3% | -19.6% | -30.7% | -34.8% |
| YTD | +33.9% | +14.1% | +19.8% | +24.3% |
| 1Y | +10.6% | +12.2% | -1.5% | +3.9% |
| All | +59.1% | +64.3% | -5.2% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling