-0.3%
SPOT vs NVTS
-9.1%
+8.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +9.0% | -4.4% | +4.8% |
| 7D | +16.6% | -0.3% | +16.9% | +16.6% |
| 30D | +29.9% | -24.4% | +54.3% | +29.6% |
| 3M | +31.3% | -26.5% | +57.7% | +30.9% |
| 6M | +43.2% | -41.4% | +84.6% | +43.3% |
| YTD | +8.1% | +30.7% | -22.6% | +6.7% |
| 1Y | -0.3% | -10.8% | +10.5% | -0.6% |
| All | -0.3% | -9.1% | +8.8% | -0.6% |
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