+88.6%
TGT vs NVTS
-9.1%
+97.7%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +9.0% | -3.4% | +5.8% |
| 7D | +9.5% | -0.3% | +9.8% | +9.5% |
| 30D | +6.6% | -24.4% | +31.0% | +6.3% |
| 3M | +11.0% | -26.5% | +37.4% | +10.6% |
| 6M | +29.9% | -41.4% | +71.3% | +28.5% |
| YTD | +71.4% | +30.7% | +40.8% | +65.7% |
| 1Y | +88.6% | -10.8% | +99.4% | +80.9% |
| All | +88.6% | -9.1% | +97.7% | +80.9% |
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