-6.4%
NU vs NVD
-52.8%
+46.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -2.9% | -2.6% |
| 7D | -4.9% | +10.8% | -15.7% | -3.4% |
| 30D | +7.8% | +0.8% | +7.1% | +8.6% |
| 3M | +20.9% | -20.8% | +41.8% | +18.3% |
| 6M | +0.9% | -41.2% | +42.0% | -5.8% |
| YTD | -12.7% | -44.2% | +31.5% | -18.3% |
| 1Y | -6.4% | -54.2% | +47.8% | -13.0% |
| All | -6.4% | -52.8% | +46.4% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling