+34.3%
TRV vs NVTS
+109.2%
-74.9%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.3% | -7.6% | -1.1% |
| 7D | -0.1% | +2.7% | -2.8% | -0.1% |
| 30D | -3.4% | -4.5% | +1.0% | -3.5% |
| 3M | +26.4% | -61.5% | +87.9% | +24.7% |
| 6M | +19.3% | +28.0% | -8.7% | +19.8% |
| YTD | +28.3% | +65.3% | -36.9% | +29.8% |
| 1Y | +34.3% | +113.0% | -78.7% | +26.6% |
| All | +34.3% | +109.2% | -74.9% | +26.6% |
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