-10.8%
NVTS vs NTR
+36.7%
-47.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.0% | +5.0% | +8.5% |
| 7D | -0.3% | +4.3% | -4.7% | -0.9% |
| 30D | -24.4% | +2.6% | -27.0% | -24.7% |
| 3M | -26.5% | +8.5% | -35.0% | -27.7% |
| 6M | -41.4% | -3.3% | -38.0% | -41.0% |
| YTD | +30.7% | +19.6% | +11.1% | +26.8% |
| 1Y | -10.8% | +37.6% | -48.4% | -22.2% |
| All | -10.8% | +36.7% | -47.5% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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