-13.4%
NVD vs ACWI
+12.9%
-26.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +2.6% | +6.1% | +16.7% |
| 7D | +23.8% | +0.3% | +23.5% | +24.7% |
| 30D | +57.0% | -2.8% | +59.8% | +44.2% |
| 3M | +41.6% | -3.2% | +44.7% | +30.6% |
| 6M | +17.6% | +1.3% | +16.3% | +29.6% |
| YTD | -21.4% | +11.2% | -32.6% | +21.8% |
| All | -13.4% | +12.9% | -26.2% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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