+113.0%
NVTS vs RIO
+73.7%
+39.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.9% | +5.7% |
| 7D | +2.7% | 0.0% | +2.7% | +2.8% |
| 30D | -4.5% | +4.0% | -8.4% | -9.9% |
| 3M | -61.5% | +0.1% | -61.7% | -61.3% |
| 6M | +28.0% | +12.7% | +15.3% | +8.8% |
| YTD | +65.3% | +35.6% | +29.7% | +12.0% |
| 1Y | +113.0% | +73.7% | +39.3% | +11.4% |
| All | +113.0% | +73.7% | +39.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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