-5.3%
SYK vs NVTS
-9.1%
+3.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +9.0% | +0.4% | +9.6% |
| 7D | +11.7% | -0.3% | +12.0% | +11.7% |
| 30D | +19.1% | -24.4% | +43.5% | +18.0% |
| 3M | +1.4% | -26.5% | +27.9% | +0.6% |
| 6M | +17.4% | -41.4% | +58.8% | +16.3% |
| YTD | -2.5% | +30.7% | -33.2% | -1.6% |
| 1Y | -5.3% | -10.8% | +5.5% | -5.3% |
| All | -5.3% | -9.1% | +3.8% | -5.3% |
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 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