+145.2%
TE vs NVD
-52.8%
+198.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.8% |
| 7D | +0.2% | +10.8% | -10.6% | +5.2% |
| 30D | -5.9% | +0.8% | -6.7% | -3.7% |
| 3M | -45.6% | -20.8% | -24.7% | -48.0% |
| 6M | -43.4% | -41.2% | -2.2% | -48.9% |
| YTD | -31.0% | -44.2% | +13.2% | -37.3% |
| 1Y | +145.2% | -54.2% | +199.4% | +116.6% |
| All | +145.2% | -52.8% | +198.0% | +116.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling