-43.3%
ORCL vs NVTS
+3.1%
-46.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.1% | +4.1% | +0.1% |
| 7D | +10.4% | +21.6% | -11.3% | +5.6% |
| 30D | -11.2% | -8.5% | -2.7% | -10.1% |
| 3M | -16.8% | -31.4% | +14.6% | -11.3% |
| 6M | -31.5% | -50.3% | +18.9% | -26.0% |
| YTD | -33.9% | +33.9% | -67.8% | -48.0% |
| 1Y | -43.3% | +10.6% | -53.9% | -52.4% |
| All | -43.3% | +3.1% | -46.4% | -52.4% |
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