+10.9%
SBUX vs NVTS
+44.1%
-33.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.4% | +6.2% | 0.0% |
| 7D | +1.6% | +3.9% | -2.4% | +1.4% |
| 30D | +14.8% | -4.3% | +19.1% | +14.8% |
| 3M | -0.8% | -34.5% | +33.7% | +0.3% |
| 6M | +2.2% | -57.7% | +60.0% | +4.1% |
| YTD | +29.5% | +25.4% | +4.1% | +25.1% |
| 1Y | +27.0% | +13.1% | +13.9% | +23.1% |
| 3Y | +10.9% | +48.9% | -38.0% | +3.1% |
| All | +10.9% | +44.1% | -33.2% | +3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling