+44.0%
NVTS vs CSGP
-60.4%
+104.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -4.7% | +14.2% | +9.9% |
| 7D | +1.5% | +1.3% | +0.3% | +1.4% |
| 30D | -23.8% | +10.7% | -34.5% | -25.5% |
| 3M | -30.6% | +3.3% | -33.8% | -31.9% |
| 6M | -48.4% | -10.3% | -38.0% | -48.3% |
| YTD | +20.6% | -54.6% | +75.2% | +65.5% |
| 1Y | -2.5% | -54.6% | +52.1% | +33.2% |
| 3Y | +44.0% | -60.3% | +104.3% | +92.3% |
| All | +44.0% | -60.4% | +104.4% | +92.3% |
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