+43.4%
NVTS vs TDG
+52.1%
-8.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.2% | +3.1% | +4.0% |
| 7D | -1.4% | -1.9% | +0.4% | -1.0% |
| 30D | -16.5% | -7.7% | -8.8% | -14.8% |
| 3M | -47.6% | -9.3% | -38.3% | -46.6% |
| 6M | +7.3% | -9.4% | +16.7% | +8.3% |
| YTD | +62.9% | -14.3% | +77.1% | +66.2% |
| 1Y | +91.3% | -11.8% | +103.1% | +92.4% |
| 3Y | +43.4% | +52.0% | -8.6% | +2.1% |
| All | +43.4% | +52.1% | -8.7% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 3y: compounded portfolio wealth divided by compounded TDG 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…
3y analysis · Full analysis span regression · 6 months rolling