+1,542.7%
STX vs NVDL
+2,476.2%
-933.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.7% |
| 7D | -2.3% | -10.3% | +8.1% | -0.4% |
| 30D | -5.5% | -7.1% | +1.6% | -4.5% |
| 3M | -4.3% | +6.6% | -10.9% | -5.9% |
| 6M | +115.6% | +21.1% | +94.6% | +105.4% |
| YTD | +202.2% | +15.2% | +187.0% | +188.9% |
| 1Y | +325.3% | +18.8% | +306.5% | +303.2% |
| 3Y | +1,283.9% | +649.9% | +634.0% | +806.2% |
| All | +1,542.7% | +2,476.2% | -933.4% | +752.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling