-0.2%
NVTS vs CSGP
-53.7%
+53.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.3% | +9.0% | +12.2% |
| 7D | +20.8% | -1.8% | +22.6% | +19.7% |
| 30D | -11.1% | +5.3% | -16.4% | -7.7% |
| 3M | -31.0% | +3.3% | -34.3% | -28.3% |
| 6M | -47.4% | -4.7% | -42.7% | -45.4% |
| YTD | +34.2% | -53.5% | +87.7% | +35.1% |
| All | -0.2% | -53.7% | +53.5% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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