+98.9%
NU vs NVD
-99.1%
+198.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -2.9% | -2.6% |
| 7D | -4.9% | +10.8% | -15.7% | -3.3% |
| 30D | +7.8% | +0.8% | +7.1% | +8.6% |
| 3M | +20.9% | -20.8% | +41.8% | +18.0% |
| 6M | +0.9% | -41.2% | +42.0% | -4.8% |
| YTD | -12.7% | -44.2% | +31.5% | -17.4% |
| 1Y | -6.4% | -54.2% | +47.8% | -13.1% |
| 3Y | +98.1% | -99.1% | +197.2% | +13.1% |
| All | +98.9% | -99.1% | +198.0% | +13.4% |
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