+42.1%
U vs NVD
-5.2%
+47.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.9% | +1.3% | +5.9% |
| 7D | +2.6% | +28.6% | -26.1% | +7.3% |
| 30D | +27.6% | +73.6% | -46.1% | +42.7% |
| 3M | +15.3% | +70.1% | -54.7% | +30.2% |
| 6M | +96.4% | +53.6% | +42.8% | +123.5% |
| YTD | +19.6% | -7.0% | +26.6% | +17.8% |
| 1Y | +42.1% | -9.0% | +51.1% | +42.3% |
| All | +42.1% | -5.2% | +47.3% | +42.3% |
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