-12.9%
NVTS vs QID
-80.5%
+67.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.3% | -6.2% | -1.4% |
| 7D | +0.5% | +2.7% | -2.3% | +3.6% |
| 30D | -18.0% | +3.3% | -21.3% | -14.4% |
| 3M | -45.6% | -5.5% | -40.1% | -44.2% |
| 6M | +28.5% | -28.4% | +56.9% | +8.6% |
| YTD | +56.2% | -26.6% | +82.7% | +40.5% |
| 1Y | +97.7% | -34.1% | +131.8% | +69.2% |
| 3Y | +35.0% | -73.7% | +108.7% | -32.1% |
| All | -12.9% | -80.5% | +67.6% | -48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling