-9.1%
NVTS vs NDAQ
+40.4%
-49.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +4.7% |
| 7D | -1.4% | -5.6% | +4.1% | +3.1% |
| 30D | -16.5% | -4.4% | -12.2% | -13.8% |
| 3M | -47.6% | +5.9% | -53.5% | -51.6% |
| 6M | +7.3% | +7.7% | -0.5% | -4.9% |
| YTD | +62.9% | -5.2% | +68.0% | +62.6% |
| 1Y | +91.3% | -3.4% | +94.6% | +86.2% |
| 3Y | +43.4% | +85.6% | -42.2% | -34.3% |
| All | -9.1% | +40.4% | -49.6% | -46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling