-7.8%
NVTS vs CASY
+309.0%
-316.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.6% |
| 30D | -4.5% | -11.3% | +6.9% | -1.4% |
| 3M | -61.5% | -0.6% | -60.9% | -62.6% |
| 6M | +28.0% | +10.7% | +17.3% | +21.6% |
| YTD | +65.3% | +37.1% | +28.1% | +46.2% |
| 1Y | +113.0% | +52.3% | +60.7% | +81.2% |
| 3Y | +34.7% | +215.2% | -180.5% | -20.2% |
| All | -7.8% | +309.0% | -316.8% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 all: compounded portfolio wealth divided by compounded CASY 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…
all analysis · Full analysis span regression · 6 months rolling