-9.1%
NVTS vs NI
+97.0%
-106.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.4% | 0.0% | -1.5% | -1.4% |
| 30D | -16.5% | -1.4% | -15.1% | -16.2% |
| 3M | -47.6% | -10.6% | -37.1% | -46.2% |
| 6M | +7.3% | -9.3% | +16.6% | +9.5% |
| YTD | +62.9% | +1.1% | +61.7% | +60.7% |
| 1Y | +91.3% | +3.4% | +87.9% | +87.9% |
| 3Y | +43.4% | +67.9% | -24.5% | +18.2% |
| All | -9.1% | +97.0% | -106.1% | -23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling