+43.0%
NVTS vs EIX
-4.8%
+47.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | -0.1% | -2.4% |
| 7D | +3.5% | +4.1% | -0.6% | +2.3% |
| 30D | -11.9% | -15.3% | +3.4% | -9.1% |
| 3M | -49.2% | -18.4% | -30.8% | -47.5% |
| 6M | +38.4% | -16.8% | +55.3% | +41.9% |
| YTD | +62.5% | -0.6% | +63.0% | +52.7% |
| 1Y | +101.4% | +10.7% | +90.7% | +79.6% |
| All | +43.0% | -4.8% | +47.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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