+45.3%
NVTS vs SBAC
-9.5%
+54.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | +9.7% | -0.1% | +9.8% | +9.7% |
| 30D | -13.6% | +3.2% | -16.8% | -13.8% |
| 3M | -51.0% | -5.1% | -45.9% | -50.7% |
| 6M | +46.3% | -2.1% | +48.4% | +45.5% |
| YTD | +68.1% | -0.5% | +68.6% | +66.4% |
| 1Y | +113.9% | +1.1% | +112.8% | +111.7% |
| 3Y | +45.3% | -7.4% | +52.7% | +41.9% |
| All | +45.3% | -9.5% | +54.8% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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