-7.8%
NVTS vs GRMN
+92.7%
-100.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.4% | +6.3% |
| 7D | +2.7% | -2.9% | +5.6% | +5.1% |
| 30D | -4.5% | -8.4% | +4.0% | +2.7% |
| 3M | -61.5% | +15.0% | -76.5% | -66.4% |
| 6M | +28.0% | +11.2% | +16.8% | +15.2% |
| YTD | +65.3% | +37.7% | +27.6% | +23.1% |
| 1Y | +113.0% | +18.5% | +94.5% | +78.3% |
| 3Y | +34.7% | +175.8% | -141.1% | -57.0% |
| All | -7.8% | +92.7% | -100.5% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling