-6.3%
NVTS vs XPO
+293.3%
-299.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.6% | +3.3% | +2.5% |
| 7D | +9.7% | +2.7% | +7.0% | +8.2% |
| 30D | -13.6% | -6.2% | -7.4% | -10.2% |
| 3M | -51.0% | -15.4% | -35.6% | -46.3% |
| 6M | +46.3% | +0.7% | +45.6% | +47.0% |
| YTD | +68.1% | +39.8% | +28.2% | +41.4% |
| 1Y | +113.9% | +43.3% | +70.6% | +74.8% |
| 3Y | +45.3% | +166.0% | -120.8% | -27.5% |
| All | -6.3% | +293.3% | -299.6% | -72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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