+282.9%
SMH vs NVDL
+625.2%
-342.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.6% | +1.5% |
| 7D | +0.3% | -10.3% | +10.6% | +3.7% |
| 30D | -2.8% | -7.1% | +4.3% | -1.1% |
| 3M | -6.7% | +6.6% | -13.3% | -9.7% |
| 6M | +41.8% | +21.1% | +20.7% | +29.8% |
| YTD | +57.9% | +15.2% | +42.7% | +45.3% |
| 1Y | +87.6% | +18.8% | +68.9% | +68.4% |
| 3Y | +282.9% | +649.9% | -367.0% | +56.5% |
| All | +282.9% | +625.2% | -342.2% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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