-9.4%
NVTS vs PAAS
+126.1%
-135.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.7% | -7.1% | -4.8% |
| 7D | +3.5% | +2.6% | +0.8% | +2.2% |
| 30D | -11.9% | +2.5% | -14.4% | -13.3% |
| 3M | -49.2% | +15.1% | -64.3% | -52.1% |
| 6M | +38.4% | -12.1% | +50.5% | +44.0% |
| YTD | +62.5% | +3.1% | +59.4% | +58.4% |
| 1Y | +101.4% | +50.8% | +50.5% | +71.3% |
| 3Y | +40.4% | +259.5% | -219.1% | -18.3% |
| All | -9.4% | +126.1% | -135.4% | -35.8% |
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