+28.1%
XYZ vs NVTS
+11.7%
+16.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -3.2% |
| 7D | +12.6% | +9.6% | +3.0% | +11.7% |
| 30D | +10.8% | -13.0% | +23.8% | +11.5% |
| 3M | +8.4% | -28.8% | +37.1% | +10.4% |
| 6M | +14.3% | -48.5% | +62.8% | +15.3% |
| YTD | +31.5% | +31.4% | +0.1% | +13.1% |
| 1Y | +28.1% | -2.3% | +30.4% | +15.5% |
| All | +28.1% | +11.7% | +16.4% | +15.5% |
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