+94.3%
NDAQ vs NVD
-99.2%
+193.5%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -2.4% | -11.1% | +8.7% | -3.0% |
| 30D | +2.5% | -13.3% | +15.7% | +1.9% |
| 3M | +9.9% | -19.8% | +29.7% | +9.2% |
| 6M | +9.4% | -48.8% | +58.2% | +6.5% |
| YTD | +0.4% | -49.7% | +50.1% | -2.1% |
| 1Y | +4.0% | -61.4% | +65.4% | +0.4% |
| 3Y | +94.4% | -99.1% | +193.5% | +66.1% |
| All | +94.3% | -99.2% | +193.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling