-10.8%
NVTS vs SPXU
-30.4%
+19.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -4.9% | +13.9% | +1.1% |
| 7D | -0.3% | +2.2% | -2.5% | +4.6% |
| 30D | -24.4% | +3.8% | -28.2% | -17.1% |
| 3M | -26.5% | +3.3% | -29.8% | -18.5% |
| 6M | -41.4% | -16.7% | -24.7% | -48.6% |
| YTD | +30.7% | -28.6% | +59.3% | +3.0% |
| 1Y | -10.8% | -30.6% | +19.8% | -30.4% |
| All | -10.8% | -30.4% | +19.5% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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