+91.3%
NVTS vs XRT
-1.4%
+92.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.4% | +2.9% | +2.8% |
| 7D | -1.4% | -3.2% | +1.8% | +1.9% |
| 30D | -16.5% | -4.5% | -12.0% | -12.7% |
| 3M | -47.6% | -3.1% | -44.6% | -47.0% |
| 6M | +7.3% | +4.2% | +3.1% | -3.1% |
| YTD | +62.9% | -0.1% | +63.0% | +55.4% |
| 1Y | +91.3% | -3.0% | +94.3% | +86.5% |
| All | +91.3% | -1.4% | +92.7% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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