-6.3%
NVTS vs QID
-81.0%
+74.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +2.0% |
| 7D | +9.7% | -2.7% | +12.4% | +6.5% |
| 30D | -13.6% | +1.8% | -15.4% | -11.3% |
| 3M | -51.0% | -2.2% | -48.8% | -47.6% |
| 6M | +46.3% | -32.1% | +78.5% | +17.0% |
| YTD | +68.1% | -28.6% | +96.6% | +46.6% |
| 1Y | +113.9% | -36.3% | +150.2% | +76.5% |
| 3Y | +45.3% | -74.4% | +119.7% | -29.2% |
| All | -6.3% | -81.0% | +74.8% | -45.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling