+113.9%
NVTS vs FE
+11.0%
+102.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.7% | +2.4% | +1.3% |
| 7D | +9.7% | +0.6% | +9.1% | +10.1% |
| 30D | -13.6% | -2.1% | -11.5% | -14.6% |
| 3M | -51.0% | +2.6% | -53.6% | -50.8% |
| 6M | +46.3% | -6.8% | +53.1% | +47.9% |
| YTD | +68.1% | +6.9% | +61.2% | +59.9% |
| 1Y | +113.9% | +11.6% | +102.3% | +141.5% |
| All | +113.9% | +11.0% | +102.9% | +141.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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