-7.8%
NVTS vs WU
-46.1%
+38.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.8% |
| 7D | +2.7% | -0.8% | +3.5% | +3.1% |
| 30D | -4.5% | -1.1% | -3.4% | -4.2% |
| 3M | -61.5% | -3.9% | -57.7% | -62.1% |
| 6M | +28.0% | -20.7% | +48.6% | +42.4% |
| YTD | +65.3% | -18.4% | +83.6% | +80.5% |
| 1Y | +113.0% | -8.1% | +121.1% | +113.5% |
| 3Y | +34.7% | -24.2% | +58.9% | +49.4% |
| All | -7.8% | -46.1% | +38.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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