-9.3%
NOW vs NVD
-98.9%
+89.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.5% | +5.1% | -1.1% |
| 7D | -3.0% | +16.8% | -19.8% | -0.6% |
| 30D | -26.0% | +54.3% | -80.4% | -21.2% |
| 3M | -13.1% | +24.3% | -37.4% | -9.5% |
| 6M | +14.5% | +0.6% | +13.9% | +17.1% |
| YTD | -33.4% | -27.7% | -5.7% | -34.3% |
| 1Y | -40.6% | -29.4% | -11.2% | -41.3% |
| 3Y | -16.3% | -98.8% | +82.5% | -49.7% |
| All | -9.3% | -98.9% | +89.6% | -46.3% |
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