-30.2%
NVD vs TROW
+17.3%
-47.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.0% | +0.5% | +8.6% |
| 7D | +15.0% | +8.2% | +6.7% | +18.3% |
| 30D | +39.3% | +8.3% | +31.0% | +43.3% |
| 3M | +3.1% | -1.6% | +4.7% | +1.7% |
| 6M | -19.0% | +11.9% | -30.9% | -13.0% |
| YTD | -35.5% | +14.3% | -49.9% | -26.4% |
| 1Y | -30.2% | +17.0% | -47.2% | -19.7% |
| All | -30.2% | +17.3% | -47.5% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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