+113.0%
NVTS vs EXPE
+40.7%
+72.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.7% | +8.0% | +6.1% |
| 7D | +2.7% | -9.5% | +12.2% | +1.4% |
| 30D | -4.5% | -6.6% | +2.2% | -5.1% |
| 3M | -61.5% | +31.4% | -92.9% | -60.5% |
| 6M | +28.0% | +35.2% | -7.2% | +29.3% |
| YTD | +65.3% | +5.8% | +59.5% | +67.7% |
| 1Y | +113.0% | +38.7% | +74.3% | +122.3% |
| All | +113.0% | +40.7% | +72.3% | +122.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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