+63.5%
SLB vs NVTS
+112.0%
-48.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.8% |
| 7D | +0.4% | +9.7% | -9.3% | 0.0% |
| 30D | +13.6% | -13.6% | +27.2% | +14.2% |
| 3M | +1.5% | -51.0% | +52.5% | +4.8% |
| 6M | +23.0% | +46.3% | -23.3% | +19.3% |
| YTD | +51.2% | +68.1% | -16.8% | +45.4% |
| 1Y | +63.5% | +113.9% | -50.4% | +69.0% |
| All | +63.5% | +112.0% | -48.5% | +69.0% |
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