-10.8%
NVTS vs MSCI
+17.3%
-28.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.4% | +3.6% | +9.9% |
| 7D | -0.3% | +11.5% | -11.8% | +1.8% |
| 30D | -24.4% | +22.1% | -46.5% | -21.6% |
| 3M | -26.5% | +18.4% | -44.9% | -24.0% |
| 6M | -41.4% | +16.6% | -58.0% | -41.7% |
| YTD | +30.7% | +18.8% | +11.8% | +30.6% |
| 1Y | -10.8% | +19.0% | -29.8% | -12.5% |
| All | -10.8% | +17.3% | -28.1% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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