+45.3%
NVTS vs NDAQ
+91.7%
-46.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +2.6% |
| 7D | +9.7% | -2.6% | +12.3% | +10.8% |
| 30D | -13.6% | +0.5% | -14.1% | -14.1% |
| 3M | -51.0% | +9.9% | -60.9% | -54.1% |
| 6M | +46.3% | +8.2% | +38.1% | +35.3% |
| YTD | +68.1% | -1.5% | +69.6% | +67.7% |
| 1Y | +113.9% | +1.3% | +112.6% | +107.7% |
| 3Y | +45.3% | +92.6% | -47.3% | -15.5% |
| All | +45.3% | +91.7% | -46.4% | -15.5% |
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