+91.3%
NVTS vs FND
-45.3%
+136.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.0% | +3.3% | +4.0% |
| 7D | -1.4% | -5.8% | +4.3% | 0.0% |
| 30D | -16.5% | -20.2% | +3.7% | -11.7% |
| 3M | -47.6% | -12.0% | -35.7% | -46.2% |
| 6M | +7.3% | -18.5% | +25.8% | +13.1% |
| YTD | +62.9% | -22.3% | +85.1% | +74.1% |
| 1Y | +91.3% | -47.6% | +138.9% | +103.5% |
| All | +91.3% | -45.3% | +136.6% | +103.5% |
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