-9.1%
NVTS vs TD
+103.2%
-112.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.7% | +3.6% | +3.3% |
| 7D | -1.4% | -0.5% | -0.9% | -0.7% |
| 30D | -16.5% | -1.9% | -14.6% | -14.2% |
| 3M | -47.6% | +4.8% | -52.4% | -50.9% |
| 6M | +7.3% | +28.0% | -20.7% | -23.9% |
| YTD | +62.9% | +30.3% | +32.6% | +13.7% |
| 1Y | +91.3% | +59.8% | +31.5% | +0.5% |
| 3Y | +43.4% | +124.7% | -81.3% | -51.2% |
| All | -9.1% | +103.2% | -112.3% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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