+43.4%
NVTS vs MDY
+48.5%
-5.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +2.3% |
| 7D | -1.4% | -1.9% | +0.4% | +3.3% |
| 30D | -16.5% | -4.6% | -11.9% | -5.6% |
| 3M | -47.6% | -1.2% | -46.4% | -44.6% |
| 6M | +7.3% | +9.2% | -1.9% | -5.9% |
| YTD | +62.9% | +13.1% | +49.8% | +35.7% |
| 1Y | +91.3% | +13.0% | +78.3% | +61.6% |
| 3Y | +43.4% | +49.2% | -5.8% | -27.5% |
| All | +43.4% | +48.5% | -5.1% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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