+23.0%
C vs NVD
-8.4%
+31.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.9% | -10.6% | +1.6% |
| 7D | -0.4% | +43.9% | -44.2% | +4.9% |
| 30D | -5.2% | +74.0% | -79.2% | +2.6% |
| 3M | -9.1% | +48.3% | -57.4% | -3.2% |
| 6M | -1.6% | +30.3% | -31.9% | +4.3% |
| YTD | +6.9% | -12.9% | +19.8% | +4.5% |
| 1Y | +23.0% | -4.0% | +26.9% | +22.3% |
| All | +23.0% | -8.4% | +31.3% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling