-10.8%
NVTS vs NDAQ
+28.8%
-39.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.6% | +6.4% | +9.3% |
| 7D | -0.3% | +3.9% | -4.3% | +0.1% |
| 30D | -24.4% | +19.0% | -43.4% | -23.1% |
| 3M | -26.5% | +17.6% | -44.0% | -25.5% |
| 6M | -41.4% | +21.0% | -62.4% | -40.0% |
| YTD | +30.7% | +14.1% | +16.6% | +42.0% |
| 1Y | -10.8% | +29.4% | -40.2% | -23.7% |
| All | -10.8% | +28.8% | -39.6% | -23.7% |
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