Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NVD vs ALM✓SelectedUSD · ALMNVD vs ALM performance historyLatest closeAs of+0.25%09/11
Stock and ETF performance explorer

NVD vs ALM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-99.1%
ALM return
+1,721.3%
Excess return
-1,820.4%
Maximum drawdown
-99.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioALMExcessAlpha
1D+0.3%-6.5%+6.8%-0.6%
7D+10.8%-11.8%+22.7%+9.3%
30D+0.8%+7.8%-7.0%+2.1%
3M-20.8%-9.3%-11.6%-20.1%
6M-41.2%-30.5%-10.7%-40.7%
YTD-44.2%+75.8%-120.0%-39.6%
1Y-54.2%+241.2%-295.3%-47.4%
3Y-99.1%+1,872.6%-1,971.8%-98.9%
All-99.1%+1,721.3%-1,820.4%-98.9%

Cumulative growth

Daily Returns

Daily percentage return beside ALM.

Daily Out/Under-Performance

Portfolio return minus ALM return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ALM 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 10y: compounded portfolio wealth divided by compounded ALM 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…

10y analysis · Full analysis span regression · 6 months rolling