+113.0%
NVTS vs NI
+1.4%
+111.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +7.0% | +6.5% |
| 7D | +2.7% | +2.0% | +0.7% | +1.9% |
| 30D | -4.5% | -3.5% | -0.9% | -3.4% |
| 3M | -61.5% | -9.1% | -52.4% | -60.9% |
| 6M | +28.0% | -11.8% | +39.8% | +33.5% |
| YTD | +65.3% | +1.1% | +64.2% | +45.9% |
| 1Y | +113.0% | +6.7% | +106.3% | +77.2% |
| All | +113.0% | +1.4% | +111.6% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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