+48.9%
NVTS vs NDAQ
+117.7%
-68.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.2% | -6.3% |
| 7D | +3.9% | +1.3% | +2.7% | +3.4% |
| 30D | -4.3% | +18.0% | -22.3% | -11.2% |
| 3M | -34.5% | +11.5% | -46.0% | -37.7% |
| 6M | -57.7% | +21.1% | -78.8% | -62.1% |
| YTD | +25.4% | +12.8% | +12.5% | +18.0% |
| 1Y | +13.1% | +25.7% | -12.6% | -3.1% |
| 3Y | +48.9% | +116.8% | -67.9% | -21.6% |
| All | +48.9% | +117.7% | -68.8% | -21.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling