+1,283.9%
STX vs NVDL
+625.2%
+658.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.6% | -3.7% |
| 7D | -2.3% | -10.3% | +8.1% | -0.3% |
| 30D | -5.5% | -7.1% | +1.6% | -4.5% |
| 3M | -4.3% | +6.6% | -10.9% | -6.0% |
| 6M | +115.6% | +21.1% | +94.6% | +104.8% |
| YTD | +202.2% | +15.2% | +187.0% | +188.1% |
| 1Y | +325.3% | +18.8% | +306.5% | +302.0% |
| 3Y | +1,283.9% | +649.9% | +634.0% | +785.1% |
| All | +1,283.9% | +625.2% | +658.7% | +785.1% |
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