+43.0%
NVTS vs RACE
+38.2%
+4.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.0% |
| 7D | +3.5% | -2.6% | +6.1% | +4.4% |
| 30D | -11.9% | -1.1% | -10.8% | -11.6% |
| 3M | -49.2% | +12.5% | -61.8% | -51.3% |
| 6M | +38.4% | +17.4% | +21.0% | +29.1% |
| YTD | +62.5% | +10.1% | +52.3% | +54.8% |
| 1Y | +101.4% | -15.1% | +116.5% | +116.5% |
| All | +43.0% | +38.2% | +4.8% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling