+20.9%
NVTS vs RBA
-6.7%
+27.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -4.5% |
| 7D | +21.6% | -0.5% | +22.2% | +21.9% |
| 30D | -8.5% | +6.8% | -15.4% | -10.6% |
| 3M | -31.4% | +9.5% | -40.8% | -33.6% |
| 6M | -50.3% | -8.2% | -42.1% | -49.9% |
| YTD | +33.9% | -7.7% | +41.6% | +28.9% |
| All | +20.9% | -6.7% | +27.6% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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