+10.4%
NVTS vs RACE
+0.7%
+9.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.3% | +7.4% |
| 7D | +7.9% | -3.9% | +11.8% | +8.6% |
| 30D | +0.8% | +6.8% | -6.0% | +0.5% |
| 3M | -26.0% | +1.3% | -27.3% | -25.7% |
| 6M | -55.5% | +26.3% | -81.8% | -55.1% |
| YTD | +41.0% | +13.8% | +27.2% | +48.7% |
| 1Y | +10.4% | -0.5% | +10.9% | +28.5% |
| All | +10.4% | +0.7% | +9.8% | +28.5% |
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