-99.2%
NVD vs AEE
+46.9%
-146.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +0.5% | +1.1% | -0.5% | -0.3% |
| 30D | -9.3% | 0.0% | -9.3% | -9.3% |
| 3M | -22.1% | -0.9% | -21.2% | -21.9% |
| 6M | -45.8% | -2.4% | -43.4% | -45.1% |
| YTD | -46.7% | +8.6% | -55.4% | -50.2% |
| 1Y | -59.5% | +10.2% | -69.6% | -62.3% |
| 3Y | -99.2% | +47.8% | -147.0% | -99.5% |
| All | -99.2% | +46.9% | -146.1% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling