+113.9%
NVTS vs IWD
+28.8%
+85.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +5.0% |
| 7D | +9.7% | -0.2% | +9.9% | +9.8% |
| 30D | -13.6% | -0.8% | -12.8% | -12.0% |
| 3M | -51.0% | +8.0% | -59.0% | -66.8% |
| 6M | +46.3% | +18.2% | +28.2% | -30.0% |
| YTD | +68.1% | +22.3% | +45.7% | -29.2% |
| 1Y | +113.9% | +28.9% | +85.0% | -28.2% |
| All | +113.9% | +28.8% | +85.1% | -28.2% |
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