-0.2%
NVTS vs LII
-28.3%
+28.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.2% | +9.1% | +10.3% |
| 7D | +20.8% | -1.2% | +22.0% | +21.7% |
| 30D | -11.1% | -2.0% | -9.2% | -10.9% |
| 3M | -31.0% | -20.2% | -10.8% | -23.9% |
| 6M | -47.4% | -32.5% | -14.8% | -39.1% |
| YTD | +34.2% | -27.4% | +61.5% | +34.0% |
| All | -0.2% | -28.3% | +28.1% | +1.3% |
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