+91.3%
NVTS vs QSR
+28.6%
+62.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.6% | +3.7% | +4.4% |
| 7D | -1.4% | -4.0% | +2.6% | -2.0% |
| 30D | -16.5% | +2.8% | -19.3% | -16.2% |
| 3M | -47.6% | +5.1% | -52.7% | -47.2% |
| 6M | +7.3% | +8.8% | -1.5% | +7.5% |
| YTD | +62.9% | +14.8% | +48.1% | +60.9% |
| 1Y | +91.3% | +25.7% | +65.6% | +70.2% |
| All | +91.3% | +28.6% | +62.7% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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