-30.1%
NVTS vs PAAS
+60.2%
-90.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.6% | -5.8% | -6.1% |
| 7D | +3.9% | -8.9% | +12.9% | +8.2% |
| 30D | -4.3% | -11.4% | +7.1% | +1.0% |
| 3M | -34.5% | -20.4% | -14.0% | -27.8% |
| 6M | -57.7% | -40.7% | -17.0% | -47.7% |
| YTD | +25.4% | -26.9% | +52.3% | +41.6% |
| 1Y | +13.1% | -3.1% | +16.2% | +14.6% |
| 3Y | +48.9% | +199.3% | -150.3% | -4.9% |
| 5Y | -51.8% | +48.3% | -100.1% | -60.2% |
| All | -30.1% | +60.2% | -90.3% | -42.6% |
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