-98.7%
NVD vs BUD
+56.9%
-155.6%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.3% | -3.5% | -5.4% |
| 7D | +27.3% | +0.5% | +26.8% | +27.4% |
| 30D | +59.9% | +7.4% | +52.5% | +59.2% |
| 3M | +39.4% | +4.3% | +35.1% | +38.9% |
| 6M | +27.6% | +5.3% | +22.3% | +27.1% |
| YTD | -17.9% | +33.2% | -51.1% | -18.7% |
| 1Y | -14.5% | +31.8% | -46.2% | -15.4% |
| 3Y | -98.6% | +47.8% | -146.3% | -98.5% |
| All | -98.7% | +56.9% | -155.6% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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