+113.0%
NVTS vs NXT
+26.2%
+86.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.1% | +5.3% |
| 7D | +2.7% | -1.1% | +3.8% | +3.4% |
| 30D | -4.5% | -15.3% | +10.9% | +9.3% |
| 3M | -61.5% | -43.8% | -17.7% | -38.6% |
| 6M | +28.0% | -18.7% | +46.6% | +50.6% |
| YTD | +65.3% | -3.0% | +68.3% | +63.3% |
| 1Y | +113.0% | +22.7% | +90.3% | +80.8% |
| All | +113.0% | +26.2% | +86.8% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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