-12.9%
NVTS vs EAT
+383.9%
-396.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +0.5% | -6.2% | +6.7% | +3.9% |
| 30D | -18.0% | -3.0% | -15.0% | -17.3% |
| 3M | -45.6% | +45.6% | -91.3% | -57.3% |
| 6M | +28.5% | +53.5% | -25.1% | -4.1% |
| YTD | +56.2% | +49.6% | +6.6% | +18.8% |
| 1Y | +97.7% | +38.9% | +58.8% | +54.4% |
| 3Y | +35.0% | +589.7% | -554.7% | -60.7% |
| All | -12.9% | +383.9% | -396.8% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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