-54.2%
NVD vs SPXU
-36.3%
-17.9%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +3.4% |
| 7D | +10.8% | +2.5% | +8.4% | +7.4% |
| 30D | +0.8% | +4.2% | -3.4% | -3.9% |
| 3M | -20.8% | -9.3% | -11.6% | -9.6% |
| 6M | -41.2% | -30.7% | -10.5% | -6.7% |
| YTD | -44.2% | -28.1% | -16.1% | -14.7% |
| 1Y | -54.2% | -35.2% | -18.9% | -18.7% |
| All | -54.2% | -36.3% | -17.9% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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