-25.3%
NVTS vs RACE
+88.0%
-113.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.5% | -2.6% | -3.3% |
| 7D | +21.6% | -4.0% | +25.6% | +25.3% |
| 30D | -8.5% | +3.5% | -12.1% | -10.4% |
| 3M | -31.4% | -0.4% | -30.9% | -31.1% |
| 6M | -50.3% | +23.2% | -73.5% | -57.8% |
| YTD | +33.9% | +11.0% | +22.9% | +18.9% |
| 1Y | +10.6% | -2.2% | +12.9% | +9.7% |
| 3Y | +52.7% | +22.5% | +30.2% | +1.2% |
| 5Y | -48.5% | +63.2% | -111.7% | -76.9% |
| All | -25.3% | +88.0% | -113.3% | -66.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling