+366.4%
NET vs NVD
-99.2%
+465.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.3% |
| 7D | -7.0% | -11.1% | +4.1% | -9.3% |
| 30D | -4.8% | -13.3% | +8.5% | -6.8% |
| 3M | +3.8% | -19.8% | +23.6% | +1.4% |
| 6M | +50.0% | -48.8% | +98.8% | +35.2% |
| YTD | +41.5% | -49.7% | +91.1% | +28.4% |
| 1Y | +32.8% | -61.4% | +94.2% | +16.6% |
| 3Y | +335.9% | -99.1% | +435.0% | +80.9% |
| All | +366.4% | -99.2% | +465.6% | +87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling