+113.0%
NVTS vs FND
-36.4%
+149.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.7% | +4.6% | +5.8% |
| 7D | +2.7% | -5.2% | +7.9% | +4.1% |
| 30D | -4.5% | -19.9% | +15.4% | +1.3% |
| 3M | -61.5% | +2.7% | -64.2% | -62.4% |
| 6M | +28.0% | -21.7% | +49.7% | +39.4% |
| YTD | +65.3% | -17.5% | +82.8% | +74.2% |
| 1Y | +113.0% | -39.3% | +152.3% | +157.7% |
| All | +113.0% | -36.4% | +149.3% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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