-6.3%
NVTS vs SEI
+825.9%
-832.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +16.3% | -14.6% | -6.3% |
| 7D | +9.7% | +28.8% | -19.2% | -3.9% |
| 30D | -13.6% | +10.4% | -24.0% | -18.4% |
| 3M | -51.0% | -11.4% | -39.6% | -48.1% |
| 6M | +46.3% | +31.2% | +15.2% | +28.2% |
| YTD | +68.1% | +39.7% | +28.4% | +43.7% |
| 1Y | +113.9% | +149.0% | -35.1% | +44.1% |
| 3Y | +45.3% | +560.2% | -514.9% | -32.7% |
| All | -6.3% | +825.9% | -832.1% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 all: compounded portfolio wealth divided by compounded SEI 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…
all analysis · Full analysis span regression · 6 months rolling