-9.1%
NVTS vs SPXU
-85.5%
+76.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.4% | +6.7% | +2.2% |
| 7D | -1.4% | +2.5% | -3.9% | +0.9% |
| 30D | -16.5% | +4.2% | -20.7% | -13.1% |
| 3M | -47.6% | -9.3% | -38.4% | -49.9% |
| 6M | +7.3% | -30.7% | +38.0% | -11.6% |
| YTD | +62.9% | -28.1% | +91.0% | +43.0% |
| 1Y | +91.3% | -35.2% | +126.5% | +61.8% |
| 3Y | +43.4% | -79.9% | +123.3% | -31.8% |
| All | -9.1% | -85.5% | +76.4% | -45.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling