+269.3%
C vs NVD
-99.2%
+368.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.6% | -0.3% |
| 7D | +3.2% | -7.7% | +10.8% | +2.4% |
| 30D | +1.3% | -5.8% | +7.1% | +1.0% |
| 3M | +3.1% | -23.2% | +26.3% | +1.3% |
| 6M | +29.6% | -49.7% | +79.4% | +23.0% |
| YTD | +19.0% | -47.7% | +66.6% | +14.0% |
| 1Y | +45.6% | -61.3% | +107.0% | +36.7% |
| 3Y | +269.3% | -99.2% | +368.4% | +198.8% |
| All | +269.3% | -99.2% | +368.4% | +198.8% |
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