+20.9%
NVTS vs CSGP
-56.1%
+76.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.3% |
| 7D | +21.6% | -6.1% | +27.7% | +18.5% |
| 30D | -8.5% | +0.3% | -8.9% | -6.9% |
| 3M | -31.4% | -1.3% | -30.1% | -30.2% |
| 6M | -50.3% | -8.9% | -41.4% | -49.4% |
| YTD | +33.9% | -55.2% | +89.1% | +35.9% |
| All | +20.9% | -56.1% | +76.9% | +24.2% |
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