+43.0%
NVTS vs PEG
+32.2%
+10.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.9% |
| 7D | +3.5% | -0.1% | +3.6% | +3.5% |
| 30D | -11.9% | -1.7% | -10.2% | -11.4% |
| 3M | -49.2% | -6.8% | -42.5% | -48.3% |
| 6M | +38.4% | -11.4% | +49.8% | +43.5% |
| YTD | +62.5% | -7.2% | +69.7% | +64.3% |
| 1Y | +101.4% | -6.1% | +107.5% | +103.7% |
| All | +43.0% | +32.2% | +10.9% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 3y: compounded portfolio wealth divided by compounded PEG 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…
3y analysis · Full analysis span regression · 6 months rolling