-6.3%
NVTS vs NI
+99.3%
-105.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | +9.7% | +2.3% | +7.4% | +9.0% |
| 30D | -13.6% | -1.7% | -11.9% | -13.2% |
| 3M | -51.0% | -8.0% | -43.0% | -50.1% |
| 6M | +46.3% | -8.6% | +55.0% | +49.0% |
| YTD | +68.1% | +2.3% | +65.7% | +65.2% |
| 1Y | +113.9% | +6.9% | +107.0% | +108.3% |
| 3Y | +45.3% | +70.6% | -25.3% | +19.2% |
| All | -6.3% | +99.3% | -105.6% | -21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling