+365.4%
STX vs NVTS
+109.2%
+256.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.3% | 0.0% | +4.8% |
| 7D | +2.4% | +2.7% | -0.3% | +1.7% |
| 30D | +1.4% | -4.5% | +5.8% | +2.4% |
| 3M | -8.2% | -61.5% | +53.3% | +10.4% |
| 6M | +127.0% | +28.0% | +99.0% | +109.2% |
| YTD | +209.1% | +65.3% | +143.9% | +173.0% |
| 1Y | +365.4% | +113.0% | +252.4% | +289.5% |
| All | +365.4% | +109.2% | +256.2% | +289.5% |
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