-65.3%
CSGP vs NVD
-61.9%
-3.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.1% | -2.3% |
| 7D | -4.1% | -11.1% | +7.0% | -3.3% |
| 30D | +2.3% | -13.3% | +15.6% | +3.1% |
| 3M | -8.2% | -19.8% | +11.7% | -6.6% |
| 6M | -35.1% | -48.8% | +13.7% | -33.9% |
| YTD | -54.0% | -49.7% | -4.4% | -53.3% |
| 1Y | -65.3% | -61.4% | -3.9% | -64.9% |
| All | -65.3% | -61.9% | -3.4% | -64.9% |
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