-61.9%
CSGP vs NVD
-98.5%
+36.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +10.9% | -13.8% | -2.8% |
| 7D | -3.2% | +43.9% | -47.0% | -2.7% |
| 30D | +2.2% | +74.0% | -71.8% | +3.0% |
| 3M | -3.7% | +48.3% | -52.0% | -3.2% |
| 6M | -7.4% | +30.3% | -37.8% | -7.2% |
| YTD | -54.9% | -12.9% | -42.0% | -55.3% |
| 1Y | -54.9% | -4.0% | -50.9% | -55.1% |
| 3Y | -61.9% | -98.5% | +36.5% | -65.4% |
| All | -61.9% | -98.5% | +36.6% | -65.4% |
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