+141.4%
RTX vs NVTS
-14.2%
+155.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.0% |
| 7D | -3.1% | +9.7% | -12.8% | -3.2% |
| 30D | -10.6% | -13.6% | +3.0% | -10.5% |
| 3M | +11.6% | -51.0% | +62.6% | +12.2% |
| 6M | -4.5% | +46.3% | -50.9% | -5.4% |
| YTD | +9.6% | +68.1% | -58.5% | +8.3% |
| 1Y | +30.8% | +113.9% | -83.1% | +28.5% |
| 3Y | +152.8% | +45.3% | +107.6% | +151.6% |
| All | +141.4% | -14.2% | +155.6% | +130.6% |
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