-9.1%
NVTS vs MSCI
-7.3%
-1.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.3% |
| 7D | -1.4% | -3.2% | +1.8% | +1.0% |
| 30D | -16.5% | -1.1% | -15.4% | -16.4% |
| 3M | -47.6% | -6.3% | -41.3% | -47.2% |
| 6M | +7.3% | +2.1% | +5.2% | -1.1% |
| YTD | +62.9% | -2.3% | +65.1% | +54.4% |
| 1Y | +91.3% | -3.9% | +95.2% | +79.5% |
| 3Y | +43.4% | +7.5% | +35.9% | +15.2% |
| All | -9.1% | -7.3% | -1.9% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling