+113.9%
NVTS vs MSCI
+0.3%
+113.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +1.0% |
| 7D | +9.7% | -2.1% | +11.8% | +9.3% |
| 30D | -13.6% | -1.7% | -11.9% | -13.7% |
| 3M | -51.0% | -8.2% | -42.8% | -51.5% |
| 6M | +46.3% | -2.4% | +48.8% | +40.8% |
| YTD | +68.1% | -2.8% | +70.9% | +62.8% |
| 1Y | +113.9% | -2.7% | +116.6% | +123.1% |
| All | +113.9% | +0.3% | +113.6% | +123.1% |
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