+74.9%
CB vs NVD
-98.4%
+173.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | +0.9% |
| 7D | +2.9% | +28.6% | -25.7% | +1.9% |
| 30D | +7.3% | +73.6% | -66.3% | +5.0% |
| 3M | +9.4% | +70.1% | -60.7% | +7.0% |
| 6M | +19.6% | +53.6% | -33.9% | +17.3% |
| YTD | +21.5% | -7.0% | +28.5% | +20.3% |
| 1Y | +28.0% | -9.0% | +37.0% | +26.8% |
| 3Y | +74.9% | -98.3% | +173.2% | +71.4% |
| All | +74.9% | -98.4% | +173.2% | +71.4% |
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