-10.8%
NVTS vs LII
-26.0%
+15.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.6% | +5.4% | +7.6% |
| 7D | -0.3% | +7.9% | -8.2% | -3.5% |
| 30D | -24.4% | -0.6% | -23.8% | -24.7% |
| 3M | -26.5% | -19.3% | -7.1% | -19.6% |
| 6M | -41.4% | -29.8% | -11.5% | -33.8% |
| YTD | +30.7% | -25.4% | +56.1% | +29.7% |
| 1Y | -10.8% | -26.2% | +15.4% | -9.8% |
| All | -10.8% | -26.0% | +15.2% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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