+87.6%
SMH vs NVTS
+105.1%
-17.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.3% | -2.8% | +0.7% |
| 7D | +0.3% | -1.4% | +1.7% | +0.5% |
| 30D | -2.8% | -16.5% | +13.7% | +0.2% |
| 3M | -6.7% | -47.6% | +40.9% | +2.2% |
| 6M | +41.8% | +7.3% | +34.5% | +37.5% |
| YTD | +57.9% | +62.9% | -5.0% | +43.7% |
| 1Y | +87.6% | +91.3% | -3.6% | +68.4% |
| All | +87.6% | +105.1% | -17.5% | +68.4% |
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