+54.8%
ON vs NVTS
+109.2%
-54.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.3% | -5.3% | -0.5% |
| 7D | +2.4% | +2.7% | -0.3% | +1.7% |
| 30D | -3.3% | -4.5% | +1.2% | -2.5% |
| 3M | -43.6% | -61.5% | +18.0% | -31.8% |
| 6M | +19.0% | +28.0% | -9.0% | +14.6% |
| YTD | +37.4% | +65.3% | -27.9% | +26.0% |
| 1Y | +54.8% | +113.0% | -58.2% | +34.9% |
| All | +54.8% | +109.2% | -54.5% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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