-10.8%
NVTS vs SIRI
+59.9%
-70.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.4% | +0.6% | +5.1% |
| 7D | -0.3% | +22.3% | -22.6% | -8.7% |
| 30D | -24.4% | +26.9% | -51.3% | -32.0% |
| 3M | -26.5% | +9.6% | -36.1% | -29.1% |
| 6M | -41.4% | +27.2% | -68.6% | -49.7% |
| YTD | +30.7% | +72.4% | -41.7% | +0.6% |
| 1Y | -10.8% | +59.9% | -70.7% | -27.1% |
| All | -10.8% | +59.9% | -70.7% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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