+43.4%
SMH vs NVTS
-9.1%
+52.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.0% | -11.7% | -4.7% |
| 7D | -11.2% | -0.3% | -10.8% | -11.3% |
| 30D | -20.4% | -24.4% | +3.9% | -16.1% |
| 3M | -12.4% | -26.5% | +14.1% | -7.5% |
| 6M | -0.5% | -41.4% | +40.9% | +7.8% |
| YTD | +40.0% | +30.7% | +9.4% | +26.6% |
| 1Y | +43.4% | -10.8% | +54.2% | +37.3% |
| All | +43.4% | -9.1% | +52.5% | +37.3% |
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