+152.7%
PSX vs NVD
-99.1%
+251.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.5% | -5.3% | -0.7% |
| 7D | +1.5% | +9.0% | -7.5% | +1.8% |
| 30D | +15.8% | -5.5% | +21.3% | +15.7% |
| 3M | +43.0% | -24.6% | +67.6% | +41.8% |
| 6M | +61.1% | -42.1% | +103.2% | +58.1% |
| YTD | +104.5% | -44.3% | +148.9% | +100.8% |
| 1Y | +102.5% | -54.2% | +156.7% | +97.4% |
| 3Y | +133.5% | -99.1% | +232.6% | +116.6% |
| All | +152.7% | -99.1% | +251.8% | +134.5% |
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 2021-09-10 to 2026-09-10: 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling