+102.4%
STX vs NVTS
+6.9%
+95.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.4% | +3.3% | -1.0% |
| 7D | +14.6% | +3.9% | +10.7% | +13.3% |
| 30D | -26.0% | -4.3% | -21.6% | -24.9% |
| 3M | -42.6% | -34.5% | -8.1% | -35.0% |
| 6M | -35.3% | -57.7% | +22.5% | -20.7% |
| YTD | +92.5% | +25.4% | +67.1% | +60.1% |
| 1Y | +102.4% | +13.1% | +89.2% | +73.1% |
| All | +102.4% | +6.9% | +95.5% | +73.1% |
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