+28.0%
NVTS vs ROIV
+22.8%
+5.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +4.9% |
| 7D | +2.7% | +0.6% | +2.1% | +2.1% |
| 30D | -4.5% | +1.0% | -5.4% | -5.7% |
| 3M | -61.5% | +18.3% | -79.8% | -67.0% |
| 6M | +28.0% | +18.3% | +9.7% | +7.6% |
| All | +28.0% | +22.8% | +5.2% | +7.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling