+43.4%
NVTS vs SCCO
+177.0%
-133.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.6% |
| 7D | -1.4% | -2.7% | +1.2% | +0.4% |
| 30D | -16.5% | -0.7% | -15.8% | -16.9% |
| 3M | -47.6% | +8.1% | -55.7% | -50.6% |
| 6M | +7.3% | +4.1% | +3.2% | +4.5% |
| YTD | +62.9% | +41.1% | +21.8% | +24.5% |
| 1Y | +91.3% | +95.6% | -4.3% | +17.7% |
| 3Y | +43.4% | +179.3% | -135.8% | -33.6% |
| All | +43.4% | +177.0% | -133.6% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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