+49.8%
NVTS vs CSGP
-61.1%
+111.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.9% |
| 7D | +9.6% | -3.2% | +12.7% | +9.9% |
| 30D | -13.0% | +2.2% | -15.2% | -13.8% |
| 3M | -28.8% | -3.7% | -25.1% | -29.2% |
| 6M | -48.5% | -7.4% | -41.0% | -48.8% |
| YTD | +31.4% | -54.9% | +86.3% | +79.6% |
| 1Y | -2.3% | -54.9% | +52.6% | +33.0% |
| 3Y | +49.8% | -61.9% | +111.8% | +118.5% |
| All | +49.8% | -61.1% | +111.0% | +118.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling