-25.2%
NVTS vs PAAS
+81.0%
-106.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.9% | +8.4% | +10.0% |
| 7D | +20.8% | +8.8% | +12.0% | +17.0% |
| 30D | -11.1% | -8.5% | -2.7% | -7.4% |
| 3M | -31.0% | -17.0% | -14.0% | -25.6% |
| 6M | -47.4% | -27.9% | -19.5% | -39.8% |
| YTD | +34.2% | -17.5% | +51.6% | +44.0% |
| 1Y | +22.2% | +22.8% | -0.6% | +13.1% |
| 3Y | +68.4% | +224.2% | -155.9% | +3.7% |
| 5Y | -39.0% | +73.6% | -112.7% | -52.3% |
| All | -25.2% | +81.0% | -106.2% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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