-6.3%
NVTS vs FND
-62.6%
+56.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.6% | +6.3% | +4.6% |
| 7D | +9.7% | +0.4% | +9.3% | +9.2% |
| 30D | -13.6% | -23.6% | +10.0% | +2.1% |
| 3M | -51.0% | +4.3% | -55.3% | -54.8% |
| 6M | +46.3% | -20.3% | +66.6% | +59.5% |
| YTD | +68.1% | -21.3% | +89.4% | +83.0% |
| 1Y | +113.9% | -45.4% | +159.3% | +199.5% |
| 3Y | +45.3% | -48.9% | +94.1% | +102.1% |
| All | -6.3% | -62.6% | +56.4% | +61.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling