-10.8%
NVTS vs QID
-21.1%
+10.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.8% | +10.8% | +5.8% |
| 7D | -0.3% | +9.8% | -10.1% | +18.7% |
| 30D | -24.4% | +18.9% | -43.3% | +6.4% |
| 3M | -26.5% | +9.6% | -36.1% | -7.6% |
| 6M | -41.4% | -7.8% | -33.6% | -36.3% |
| YTD | +30.7% | -23.3% | +54.0% | +14.3% |
| 1Y | -10.8% | -22.0% | +11.2% | -15.5% |
| All | -10.8% | -21.1% | +10.3% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling