-10.8%
NVTS vs RACE
+10.6%
-21.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.3% | +4.7% | +8.7% |
| 7D | -0.3% | +9.9% | -10.2% | -0.6% |
| 30D | -24.4% | +12.8% | -37.2% | -24.6% |
| 3M | -26.5% | +7.4% | -33.8% | -26.5% |
| 6M | -41.4% | +27.6% | -69.0% | -40.2% |
| YTD | +30.7% | +18.4% | +12.3% | +34.1% |
| 1Y | -10.8% | +9.5% | -20.3% | -11.5% |
| All | -10.8% | +10.6% | -21.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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