-99.1%
NVD vs TROW
+11.3%
-110.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | -1.1% |
| 7D | +10.8% | -3.2% | +14.0% | +7.0% |
| 30D | +0.8% | -4.6% | +5.4% | -4.2% |
| 3M | -20.8% | -0.7% | -20.2% | -20.8% |
| 6M | -41.2% | +22.2% | -63.4% | -23.5% |
| YTD | -44.2% | +6.6% | -50.8% | -37.6% |
| 1Y | -54.2% | +5.8% | -60.0% | -49.1% |
| 3Y | -99.1% | +11.6% | -110.7% | -98.6% |
| All | -99.1% | +11.3% | -110.5% | -98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling