-12.9%
NVTS vs MSI
+99.5%
-112.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.7% | -4.2% |
| 7D | +0.5% | -1.8% | +2.2% | +1.1% |
| 30D | -18.0% | -0.6% | -17.4% | -18.1% |
| 3M | -45.6% | +13.0% | -58.6% | -49.3% |
| 6M | +28.5% | +0.5% | +27.9% | +26.4% |
| YTD | +56.2% | +21.7% | +34.5% | +36.5% |
| 1Y | +97.7% | -2.6% | +100.3% | +97.0% |
| 3Y | +35.0% | +69.7% | -34.7% | -29.3% |
| All | -12.9% | +99.5% | -112.4% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling