-54.5%
NVTS vs INIO
-40.3%
-14.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -5.7% | +1.8% | +0.4% |
| 7D | +0.5% | -3.4% | +3.8% | +2.9% |
| 30D | -18.0% | -28.6% | +10.6% | +5.7% |
| 3M | -45.6% | -37.6% | -8.0% | -24.3% |
| All | -54.5% | -40.3% | -14.1% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling