+0.9%
SBUX vs NVTS
-14.2%
+15.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.0% | -2.4% |
| 7D | -3.9% | +9.7% | -13.6% | -4.4% |
| 30D | -2.8% | -13.6% | +10.8% | -2.2% |
| 3M | +8.2% | -51.0% | +59.2% | +11.6% |
| 6M | +4.3% | +46.3% | -42.1% | -0.8% |
| YTD | +23.3% | +68.1% | -44.7% | +15.6% |
| 1Y | +24.3% | +113.9% | -89.6% | +13.0% |
| 3Y | +15.5% | +45.3% | -29.8% | +2.9% |
| All | +0.9% | -14.2% | +15.0% | -14.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling