+101.4%
NVTS vs COO
-7.1%
+108.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.2% | +2.9% | -3.3% |
| 7D | +3.5% | -9.0% | +12.4% | +3.4% |
| 30D | -11.9% | -16.8% | +4.9% | -12.2% |
| 3M | -49.2% | -7.5% | -41.7% | -49.5% |
| 6M | +38.4% | -16.3% | +54.7% | +55.9% |
| YTD | +62.5% | -22.5% | +85.0% | +96.9% |
| 1Y | +101.4% | -7.0% | +108.4% | +109.7% |
| All | +101.4% | -7.1% | +108.5% | +109.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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