-49.5%
ORCL vs NVTS
-9.1%
-40.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +9.0% | -10.9% | -3.8% |
| 7D | -14.4% | -0.3% | -14.1% | -14.4% |
| 30D | -12.8% | -24.4% | +11.6% | -8.2% |
| 3M | -14.8% | -26.5% | +11.7% | -10.4% |
| 6M | -30.9% | -41.4% | +10.5% | -28.5% |
| YTD | -35.7% | +30.7% | -66.3% | -46.6% |
| 1Y | -49.5% | -10.8% | -38.7% | -55.5% |
| All | -49.5% | -9.1% | -40.4% | -55.5% |
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