-99.1%
NVD vs SPXU
-80.3%
-18.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.8% | +2.6% | +1.9% |
| 7D | +9.0% | +6.4% | +2.7% | +0.2% |
| 30D | -5.5% | +5.9% | -11.4% | -12.1% |
| 3M | -24.6% | -11.7% | -13.0% | -9.9% |
| 6M | -42.1% | -28.7% | -13.4% | -7.1% |
| YTD | -44.3% | -26.4% | -18.0% | -14.1% |
| 1Y | -54.2% | -35.2% | -19.0% | -15.0% |
| 3Y | -99.1% | -79.8% | -19.3% | -92.0% |
| All | -99.1% | -80.3% | -18.9% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling