-12.9%
NVTS vs DINO
+243.8%
-256.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.4% | -3.5% | -3.7% |
| 7D | +0.5% | +1.5% | -1.0% | -0.1% |
| 30D | -18.0% | +25.9% | -43.9% | -24.9% |
| 3M | -45.6% | +53.2% | -98.8% | -54.2% |
| 6M | +28.5% | +105.5% | -77.0% | -3.6% |
| YTD | +56.2% | +139.2% | -83.1% | +9.9% |
| 1Y | +97.7% | +117.4% | -19.7% | +43.6% |
| 3Y | +35.0% | +99.3% | -64.3% | -5.6% |
| All | -12.9% | +243.8% | -256.7% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 5y: compounded portfolio wealth divided by compounded DINO 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…
5y analysis · Full analysis span regression · 6 months rolling