+224.1%
RCL vs NVTS
-14.2%
+238.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | -0.5% | +9.7% | -10.1% | -1.3% |
| 30D | -17.3% | -13.6% | -3.7% | -16.3% |
| 3M | -2.8% | -51.0% | +48.2% | +2.9% |
| 6M | -4.4% | +46.3% | -50.7% | -12.0% |
| YTD | -4.2% | +68.1% | -72.2% | -14.3% |
| 1Y | -23.4% | +113.9% | -137.3% | -34.8% |
| 3Y | +179.4% | +45.3% | +134.1% | +136.1% |
| All | +224.1% | -14.2% | +238.3% | +134.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling