-99.2%
NVD vs TROW
+15.3%
-114.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +0.2% |
| 7D | +0.5% | -1.5% | +2.0% | -1.1% |
| 30D | -9.3% | -5.3% | -4.0% | -14.6% |
| 3M | -22.1% | +2.9% | -25.0% | -18.7% |
| 6M | -45.8% | +22.2% | -68.0% | -29.6% |
| YTD | -46.7% | +8.1% | -54.8% | -39.5% |
| 1Y | -59.5% | +5.8% | -65.3% | -55.2% |
| 3Y | -99.2% | +14.0% | -113.2% | -98.7% |
| All | -99.2% | +15.3% | -114.5% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling