+1,383.2%
STX vs NVTS
+45.8%
+1,337.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.8% | +6.3% |
| 7D | +10.7% | +9.7% | +1.1% | +9.7% |
| 30D | +11.3% | -13.6% | +24.9% | +13.1% |
| 3M | +3.2% | -51.0% | +54.2% | +10.5% |
| 6M | +157.0% | +46.3% | +110.6% | +146.5% |
| YTD | +229.2% | +68.1% | +161.1% | +211.9% |
| 1Y | +381.8% | +113.9% | +267.9% | +344.7% |
| 3Y | +1,383.2% | +45.3% | +1,337.9% | +1,252.8% |
| All | +1,383.2% | +45.8% | +1,337.4% | +1,252.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling