-57.7%
NVTS vs EXPE
+18.1%
-75.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.2% | -5.2% | -6.4% |
| 7D | +3.9% | -0.5% | +4.4% | +3.9% |
| 30D | -4.3% | -6.1% | +1.8% | -1.4% |
| 3M | -34.5% | -21.3% | -13.2% | -35.9% |
| 6M | -57.7% | +19.0% | -76.7% | -56.1% |
| All | -57.7% | +18.1% | -75.8% | -56.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling