-9.4%
NVTS vs GRMN
+89.3%
-98.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.1% | -2.3% |
| 7D | +3.5% | -1.4% | +4.9% | +4.6% |
| 30D | -11.9% | -13.1% | +1.2% | -1.5% |
| 3M | -49.2% | +14.9% | -64.2% | -55.9% |
| 6M | +38.4% | +13.1% | +25.3% | +22.9% |
| YTD | +62.5% | +35.3% | +27.2% | +22.7% |
| 1Y | +101.4% | +16.0% | +85.4% | +71.5% |
| 3Y | +40.4% | +179.6% | -139.2% | -56.4% |
| All | -9.4% | +89.3% | -98.7% | -65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling