+45.3%
NVTS vs CNP
+54.5%
-9.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +9.7% | +1.6% | +8.0% | +9.6% |
| 30D | -13.6% | -0.8% | -12.8% | -13.6% |
| 3M | -51.0% | -3.6% | -47.4% | -51.3% |
| 6M | +46.3% | -6.9% | +53.3% | +46.2% |
| YTD | +68.1% | +6.4% | +61.6% | +64.6% |
| 1Y | +113.9% | +9.9% | +104.0% | +109.0% |
| 3Y | +45.3% | +53.1% | -7.8% | +17.1% |
| All | +45.3% | +54.5% | -9.2% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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