-98.5%
NVD vs BUD
+58.2%
-156.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.1% | +2.8% | +3.7% |
| 7D | +28.6% | +1.0% | +27.6% | +28.5% |
| 30D | +73.6% | +6.7% | +67.0% | +72.7% |
| 3M | +70.1% | +5.7% | +64.4% | +69.2% |
| 6M | +53.6% | +5.8% | +47.8% | +52.8% |
| YTD | -7.0% | +34.4% | -41.4% | -8.1% |
| 1Y | -9.0% | +33.3% | -42.3% | -10.1% |
| 3Y | -98.3% | +48.8% | -147.2% | -98.3% |
| All | -98.5% | +58.2% | -156.8% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling