+1,683.3%
BE vs NVD
-99.1%
+1,782.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.7% | -2.3% |
| 7D | +23.9% | +0.5% | +23.4% | +24.2% |
| 30D | +27.8% | -9.3% | +37.1% | +25.8% |
| 3M | +3.7% | -22.1% | +25.8% | +0.8% |
| 6M | +78.0% | -45.8% | +123.8% | +62.5% |
| YTD | +209.9% | -46.7% | +256.6% | +188.7% |
| 1Y | +389.6% | -59.5% | +449.1% | +351.9% |
| All | +1,683.3% | -99.1% | +1,782.5% | +1,061.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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