-9.0%
NVD vs IWD
+28.9%
-37.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +4.3% |
| 7D | +28.6% | +2.3% | +26.4% | +33.0% |
| 30D | +73.6% | +3.6% | +70.0% | +82.7% |
| 3M | +70.1% | +2.2% | +67.9% | +74.4% |
| 6M | +53.6% | +13.0% | +40.6% | +93.5% |
| YTD | -7.0% | +26.5% | -33.5% | +41.5% |
| 1Y | -9.0% | +30.1% | -39.1% | +37.6% |
| All | -9.0% | +28.9% | -37.9% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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