+28.6%
P vs NVD
-5.2%
+33.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -0.4% |
| 7D | +11.6% | +28.6% | -17.0% | +23.9% |
| 30D | -23.7% | +73.6% | -97.3% | -1.0% |
| 3M | -8.0% | +70.1% | -78.1% | +21.4% |
| 6M | +27.9% | +53.6% | -25.7% | +68.5% |
| YTD | +61.2% | -7.0% | +68.1% | +79.9% |
| 1Y | +28.6% | -9.0% | +37.6% | +45.9% |
| All | +28.6% | -5.2% | +33.8% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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