+113.0%
NVTS vs TRI
-38.3%
+151.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.4% | +11.7% | +4.8% |
| 7D | +2.7% | -0.5% | +3.2% | +2.7% |
| 30D | -4.5% | +7.9% | -12.3% | -2.3% |
| 3M | -61.5% | +24.1% | -85.6% | -58.6% |
| 6M | +28.0% | +3.8% | +24.2% | +43.6% |
| YTD | +65.3% | -16.9% | +82.1% | +104.7% |
| 1Y | +113.0% | -38.4% | +151.4% | +230.1% |
| All | +113.0% | -38.3% | +151.3% | +230.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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