+13.1%
NVTS vs EMB
-0.6%
+13.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.2% | -5.2% |
| 7D | +3.9% | -0.9% | +4.9% | +9.3% |
| 30D | -4.3% | +0.4% | -4.7% | -4.4% |
| 3M | -34.5% | -3.1% | -31.4% | -22.2% |
| 6M | -57.7% | -2.1% | -55.7% | -51.6% |
| YTD | +25.4% | -1.1% | +26.4% | +36.7% |
| 1Y | +13.1% | -0.1% | +13.2% | +19.9% |
| All | +13.1% | -0.6% | +13.7% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 1y: compounded portfolio wealth divided by compounded EMB 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…
1y analysis · Full analysis span regression · 6 months rolling