-12.9%
NVTS vs LYB
-8.3%
-4.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +0.5% | -0.7% | +1.2% | +0.8% |
| 30D | -18.0% | +1.5% | -19.6% | -19.0% |
| 3M | -45.6% | -0.3% | -45.3% | -46.3% |
| 6M | +28.5% | +0.1% | +28.4% | +21.0% |
| YTD | +56.2% | +53.4% | +2.7% | +5.0% |
| 1Y | +97.7% | +25.6% | +72.0% | +53.1% |
| 3Y | +35.0% | -21.3% | +56.3% | +51.8% |
| All | -12.9% | -8.3% | -4.6% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 all: compounded portfolio wealth divided by compounded LYB 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…
all analysis · Full analysis span regression · 6 months rolling