-99.1%
NVD vs TRI
-19.5%
-79.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.3% | +5.8% | +4.2% |
| 7D | +9.0% | -14.4% | +23.4% | +6.0% |
| 30D | -5.5% | -8.1% | +2.6% | -6.7% |
| 3M | -24.6% | +17.5% | -42.2% | -20.6% |
| 6M | -42.1% | -5.0% | -37.1% | -45.7% |
| YTD | -44.3% | -24.7% | -19.6% | -57.3% |
| 1Y | -54.2% | -41.5% | -12.7% | -72.9% |
| 3Y | -99.1% | -20.3% | -78.8% | -99.0% |
| All | -99.1% | -19.5% | -79.6% | -98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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