-60.3%
CSGP vs NVD
-98.8%
+38.5%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.5% | +0.8% | -4.7% |
| 7D | +1.3% | +16.8% | -15.6% | +1.5% |
| 30D | +10.7% | +54.3% | -43.6% | +11.4% |
| 3M | +3.3% | +24.3% | -21.0% | +3.6% |
| 6M | -10.3% | +0.6% | -10.9% | -10.5% |
| YTD | -54.6% | -27.7% | -26.9% | -55.1% |
| 1Y | -54.6% | -29.4% | -25.2% | -55.1% |
| 3Y | -60.3% | -98.8% | +38.5% | -64.8% |
| All | -60.3% | -98.8% | +38.5% | -64.8% |
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