+9.1%
MSCI vs NVD
-99.2%
+108.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.9% | -1.3% | +0.7% |
| 7D | -1.1% | +0.5% | -1.6% | -1.0% |
| 30D | -1.2% | -9.3% | +8.1% | -1.4% |
| 3M | -8.4% | -22.1% | +13.7% | -9.1% |
| 6M | -1.0% | -45.8% | +44.8% | -3.3% |
| YTD | -2.3% | -46.7% | +44.4% | -4.3% |
| 1Y | -1.2% | -59.5% | +58.3% | -4.3% |
| 3Y | +7.9% | -99.2% | +107.1% | -17.1% |
| All | +9.1% | -99.2% | +108.3% | -16.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling