+91.3%
NVTS vs TRI
-40.4%
+131.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +4.8% |
| 7D | -1.4% | -7.9% | +6.4% | -3.7% |
| 30D | -16.5% | -4.5% | -12.0% | -17.2% |
| 3M | -47.6% | +22.1% | -69.7% | -44.4% |
| 6M | +7.3% | -2.8% | +10.1% | +18.2% |
| YTD | +62.9% | -23.4% | +86.3% | +94.6% |
| 1Y | +91.3% | -41.5% | +132.8% | +142.0% |
| All | +91.3% | -40.4% | +131.7% | +142.0% |
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