+84.5%
NDAQ vs NVD
-99.1%
+183.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.5% | -6.8% | -2.1% |
| 7D | -6.8% | +9.0% | -15.8% | -6.4% |
| 30D | -3.2% | -5.5% | +2.3% | -3.3% |
| 3M | +6.5% | -24.6% | +31.1% | +5.4% |
| 6M | +5.7% | -42.1% | +47.8% | +3.6% |
| YTD | -4.6% | -44.3% | +39.7% | -6.5% |
| 1Y | -1.6% | -54.2% | +52.6% | -4.1% |
| 3Y | +86.4% | -99.1% | +185.6% | +59.5% |
| All | +84.5% | -99.1% | +183.7% | +57.9% |
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 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