-10.8%
NVTS vs IWD
+33.0%
-43.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.6% | +6.4% | -0.8% |
| 7D | -0.3% | +2.5% | -2.9% | -9.2% |
| 30D | -24.4% | +6.0% | -30.4% | -39.6% |
| 3M | -26.5% | +3.8% | -30.2% | -36.6% |
| 6M | -41.4% | +16.3% | -57.7% | -68.8% |
| YTD | +30.7% | +27.5% | +3.2% | -49.8% |
| 1Y | -10.8% | +32.8% | -43.6% | -69.8% |
| All | -10.8% | +33.0% | -43.8% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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