-9.4%
NVTS vs TRI
-9.3%
0.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.5% | -3.1% |
| 7D | +3.5% | -8.4% | +11.9% | +4.6% |
| 30D | -11.9% | -6.5% | -5.5% | -11.5% |
| 3M | -49.2% | +18.6% | -67.8% | -52.7% |
| 6M | +38.4% | -10.4% | +48.9% | +43.9% |
| YTD | +62.5% | -23.7% | +86.2% | +86.1% |
| 1Y | +101.4% | -42.5% | +143.8% | +186.1% |
| 3Y | +40.4% | -19.3% | +59.7% | +22.1% |
| All | -9.4% | -9.3% | 0.0% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling