+113.0%
NVTS vs SPXU
-40.4%
+153.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +8.3% |
| 7D | +2.7% | -0.1% | +2.8% | +2.5% |
| 30D | -4.5% | +0.8% | -5.3% | -2.8% |
| 3M | -61.5% | -4.7% | -56.8% | -61.0% |
| 6M | +28.0% | -29.6% | +57.6% | -9.8% |
| YTD | +65.3% | -29.9% | +95.1% | +21.2% |
| 1Y | +113.0% | -39.1% | +152.1% | +33.2% |
| All | +113.0% | -40.4% | +153.4% | +33.2% |
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