-10.8%
NVTS vs ROIV
+97.8%
-108.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.1% | +2.9% | +4.8% |
| 7D | -0.3% | +3.0% | -3.3% | -2.1% |
| 30D | -24.4% | +6.8% | -31.2% | -27.6% |
| 3M | -26.5% | +10.5% | -37.0% | -33.2% |
| 6M | -41.4% | +34.8% | -76.2% | -54.9% |
| YTD | +30.7% | +76.2% | -45.5% | -19.8% |
| 1Y | -10.8% | +92.4% | -103.2% | -50.1% |
| All | -10.8% | +97.8% | -108.6% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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