+489.2%
SPCX vs NVTS
+171.2%
+318.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.4% | +5.8% | +7.7% |
| 7D | +3.6% | +3.9% | -0.3% | -4.5% |
| 30D | -8.6% | -4.3% | -4.2% | -13.9% |
| 3M | -1.5% | -34.5% | +32.9% | +36.8% |
| 6M | +532.9% | +1.3% | +531.6% | +907.4% |
| YTD | +538.6% | +25.4% | +513.2% | +914.2% |
| 1Y | +442.9% | +13.1% | +429.7% | +762.6% |
| All | +489.2% | +171.2% | +318.0% | +843.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling