+45.8%
ON vs NVTS
+87.1%
-41.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.9% | +2.7% | -0.2% |
| 7D | -4.7% | +0.5% | -5.2% | -4.9% |
| 30D | -13.5% | -18.0% | +4.5% | -9.6% |
| 3M | -36.3% | -45.6% | +9.3% | -27.9% |
| 6M | +17.8% | +28.5% | -10.7% | +14.0% |
| YTD | +29.6% | +56.2% | -26.6% | +20.4% |
| 1Y | +45.8% | +97.7% | -51.9% | +28.3% |
| All | +45.8% | +87.1% | -41.3% | +28.3% |
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