+43.0%
NVTS vs IBN
+25.8%
+17.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.3% |
| 7D | +3.5% | -5.1% | +8.6% | +6.7% |
| 30D | -11.9% | -3.5% | -8.4% | -10.1% |
| 3M | -49.2% | +11.3% | -60.5% | -52.7% |
| 6M | +38.4% | +4.4% | +34.0% | +33.6% |
| YTD | +62.5% | -1.8% | +64.3% | +62.7% |
| 1Y | +101.4% | -8.0% | +109.4% | +105.8% |
| All | +43.0% | +25.8% | +17.2% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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