+107.6%
NVTS vs NXT
+168.4%
-60.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.6% | -3.3% |
| 7D | +0.5% | -2.6% | +3.0% | +1.7% |
| 30D | -18.0% | -22.4% | +4.4% | -7.8% |
| 3M | -45.6% | -27.3% | -18.3% | -36.1% |
| 6M | +28.5% | -28.5% | +56.9% | +52.9% |
| YTD | +56.2% | -6.6% | +62.8% | +68.4% |
| 1Y | +97.7% | +20.4% | +77.3% | +100.3% |
| 3Y | +35.0% | +90.9% | -55.9% | +7.5% |
| All | +107.6% | +168.4% | -60.8% | +46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling