-17.0%
TEAM vs NVTS
+37.8%
-54.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.3% | +4.1% | +0.9% |
| 7D | -4.7% | +3.5% | -8.1% | -4.8% |
| 30D | +17.0% | -11.9% | +29.0% | +17.5% |
| 3M | +85.9% | -49.2% | +135.1% | +90.0% |
| 6M | +116.7% | +38.4% | +78.2% | +107.7% |
| YTD | +9.6% | +62.5% | -52.8% | +3.5% |
| 1Y | -2.5% | +101.4% | -103.9% | -10.0% |
| All | -17.0% | +37.8% | -54.7% | -3.3% |
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 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