-7.8%
NVTS vs PEG
+37.9%
-45.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.1% | +6.5% | +6.4% |
| 7D | +2.7% | +0.7% | +2.0% | +2.4% |
| 30D | -4.5% | -2.4% | -2.0% | -3.5% |
| 3M | -61.5% | -4.8% | -56.7% | -61.1% |
| 6M | +28.0% | -10.7% | +38.7% | +32.9% |
| YTD | +65.3% | -6.7% | +71.9% | +67.6% |
| 1Y | +113.0% | -6.8% | +119.8% | +116.8% |
| 3Y | +34.7% | +34.5% | +0.2% | +12.1% |
| All | -7.8% | +37.9% | -45.7% | -22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling