+294.0%
SPOT vs NVD
-99.1%
+393.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -3.1% | +10.8% | -13.9% | -1.9% |
| 30D | +7.4% | +0.8% | +6.6% | +7.7% |
| 3M | +8.2% | -20.8% | +29.0% | +5.8% |
| 6M | +2.2% | -41.2% | +43.4% | -3.1% |
| YTD | -9.5% | -44.2% | +34.7% | -14.4% |
| 1Y | -23.8% | -54.2% | +30.3% | -29.3% |
| 3Y | +233.5% | -99.1% | +332.6% | +77.6% |
| All | +294.0% | -99.1% | +393.1% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling