-10.8%
NVTS vs TROW
+17.3%
-28.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.0% | +3.0% | +1.1% |
| 7D | -0.3% | +8.2% | -8.6% | -10.2% |
| 30D | -24.4% | +8.3% | -32.7% | -32.0% |
| 3M | -26.5% | -1.6% | -24.9% | -24.7% |
| 6M | -41.4% | +11.9% | -53.3% | -53.5% |
| YTD | +30.7% | +14.3% | +16.3% | -1.4% |
| 1Y | -10.8% | +17.0% | -27.8% | -34.2% |
| All | -10.8% | +17.3% | -28.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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