-8.6%
KMB vs NVD
-99.2%
+90.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -2.1% |
| 7D | -2.7% | -7.7% | +4.9% | -2.5% |
| 30D | -5.0% | -5.8% | +0.8% | -4.9% |
| 3M | +6.6% | -23.2% | +29.8% | +7.3% |
| 6M | +1.0% | -49.7% | +50.7% | +2.8% |
| YTD | +6.0% | -47.7% | +53.6% | +7.6% |
| 1Y | -16.6% | -61.3% | +44.7% | -14.8% |
| 3Y | -8.6% | -99.2% | +90.5% | +1.6% |
| All | -8.6% | -99.2% | +90.5% | +1.6% |
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