-9.4%
NVTS vs NDAQ
+44.6%
-54.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.5% | -2.6% |
| 7D | +3.5% | -1.6% | +5.0% | +4.5% |
| 30D | -11.9% | -1.5% | -10.5% | -11.3% |
| 3M | -49.2% | +8.0% | -57.3% | -53.8% |
| 6M | +38.4% | +7.7% | +30.7% | +22.7% |
| YTD | +62.5% | -2.3% | +64.8% | +58.4% |
| 1Y | +101.4% | +0.6% | +100.8% | +89.5% |
| 3Y | +40.4% | +90.9% | -50.5% | -37.1% |
| All | -9.4% | +44.6% | -54.0% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling