+113.0%
NVTS vs NDAQ
+4.3%
+108.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +6.2% |
| 7D | +2.7% | -2.4% | +5.1% | +2.7% |
| 30D | -4.5% | +2.5% | -6.9% | -4.4% |
| 3M | -61.5% | +9.9% | -71.4% | -61.4% |
| 6M | +28.0% | +9.4% | +18.6% | +26.6% |
| YTD | +65.3% | +0.4% | +64.8% | +74.1% |
| 1Y | +113.0% | +4.0% | +109.0% | +131.0% |
| All | +113.0% | +4.3% | +108.7% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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