+234.1%
TER vs NVTS
+103.9%
+130.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.3% | +6.5% | +4.1% |
| 7D | +12.4% | +3.5% | +8.9% | +11.3% |
| 30D | +5.1% | -11.9% | +17.1% | +9.0% |
| 3M | +4.0% | -49.2% | +53.2% | +22.0% |
| 6M | +29.5% | +38.4% | -8.9% | +19.8% |
| YTD | +98.5% | +62.5% | +36.0% | +77.3% |
| 1Y | +234.1% | +101.4% | +132.7% | +194.5% |
| All | +234.1% | +103.9% | +130.2% | +194.5% |
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