+116.0%
NVTS vs NXT
+171.8%
-55.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.6% | +0.3% | -1.7% |
| 7D | +3.5% | -0.2% | +3.7% | +3.6% |
| 30D | -11.9% | -20.0% | +8.0% | -2.4% |
| 3M | -49.2% | -30.9% | -18.3% | -39.1% |
| 6M | +38.4% | -23.8% | +62.2% | +60.7% |
| YTD | +62.5% | -5.4% | +67.9% | +74.1% |
| 1Y | +101.4% | +28.0% | +73.3% | +99.9% |
| 3Y | +40.4% | +93.3% | -52.9% | +11.2% |
| All | +116.0% | +171.8% | -55.7% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling