+59.1%
NVTS vs DAR
+32.2%
+26.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.2% | -7.2% | -6.1% |
| 7D | +21.6% | +9.2% | +12.4% | +17.0% |
| 30D | -8.5% | -12.3% | +3.7% | -3.1% |
| 3M | -31.4% | -12.7% | -18.6% | -27.6% |
| 6M | -50.3% | -12.8% | -37.6% | -47.9% |
| YTD | +33.9% | +53.8% | -19.9% | +10.9% |
| 1Y | +10.6% | +60.3% | -49.6% | -10.1% |
| All | +59.1% | +32.2% | +26.9% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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