+91.3%
NVTS vs HIG
+5.5%
+85.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +3.9% |
| 7D | -1.4% | -1.5% | 0.0% | -3.0% |
| 30D | -16.5% | -0.4% | -16.2% | -16.3% |
| 3M | -47.6% | +6.7% | -54.3% | -43.6% |
| 6M | +7.3% | +2.0% | +5.3% | +14.7% |
| YTD | +62.9% | +0.3% | +62.6% | +73.5% |
| 1Y | +91.3% | +4.2% | +87.1% | +128.5% |
| All | +91.3% | +5.5% | +85.8% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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