+68.4%
NVTS vs LTH
+240.3%
-171.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | -0.5% | +11.8% | +11.4% |
| 7D | +20.8% | +7.0% | +13.8% | +18.1% |
| 30D | -11.1% | +15.4% | -26.6% | -15.5% |
| 3M | -31.0% | +7.0% | -38.1% | -32.7% |
| 6M | -47.4% | +46.9% | -94.2% | -55.1% |
| YTD | +34.2% | +76.4% | -42.2% | +4.0% |
| 1Y | +22.2% | +83.7% | -61.5% | -7.4% |
| 3Y | +68.4% | +248.9% | -180.5% | -12.7% |
| All | +68.4% | +240.3% | -171.9% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling