+45.3%
NVTS vs DAR
+14.9%
+30.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.9% | -1.3% | +0.4% |
| 7D | +9.7% | -0.9% | +10.6% | +10.1% |
| 30D | -13.6% | +13.0% | -26.6% | -18.8% |
| 3M | -51.0% | +15.0% | -66.0% | -54.5% |
| 6M | +46.3% | +26.8% | +19.5% | +31.3% |
| YTD | +68.1% | +86.4% | -18.3% | +29.0% |
| 1Y | +113.9% | +115.1% | -1.2% | +52.8% |
| 3Y | +45.3% | +14.6% | +30.7% | +16.7% |
| All | +45.3% | +14.9% | +30.4% | +16.7% |
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