-0.2%
NVTS vs RACE
+3.0%
-3.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.7% | +10.6% | +11.2% |
| 7D | +20.8% | +3.9% | +16.9% | +20.7% |
| 30D | -11.1% | +7.4% | -18.6% | -11.4% |
| 3M | -31.0% | +1.6% | -32.6% | -30.9% |
| 6M | -47.4% | +23.3% | -70.7% | -46.8% |
| YTD | +34.2% | +14.7% | +19.5% | +39.9% |
| All | -0.2% | +3.0% | -3.2% | +7.6% |
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