+16.7%
NOW vs NVD
-99.2%
+115.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.1% |
| 7D | -4.1% | +0.5% | -4.6% | -4.0% |
| 30D | +2.9% | -9.3% | +12.2% | +2.1% |
| 3M | +22.6% | -22.1% | +44.7% | +19.7% |
| 6M | +7.5% | -45.8% | +53.3% | +1.0% |
| YTD | -14.4% | -46.7% | +32.3% | -19.4% |
| 1Y | -29.8% | -59.5% | +29.7% | -35.9% |
| 3Y | +9.2% | -99.2% | +108.4% | -38.3% |
| All | +16.7% | -99.2% | +115.8% | -34.1% |
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