+43.4%
NVTS vs GRMN
+190.9%
-147.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.2% | +0.1% | +1.9% |
| 7D | -1.4% | +2.4% | -3.9% | -2.7% |
| 30D | -16.5% | -8.5% | -8.1% | -12.2% |
| 3M | -47.6% | +19.5% | -67.1% | -53.5% |
| 6M | +7.3% | +21.2% | -13.9% | -4.2% |
| YTD | +62.9% | +41.0% | +21.8% | +31.6% |
| 1Y | +91.3% | +19.6% | +71.7% | +68.4% |
| 3Y | +43.4% | +183.8% | -140.4% | -18.8% |
| All | +43.4% | +190.9% | -147.5% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling