+96.4%
U vs NVD
+51.8%
+44.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.9% | +1.3% | +5.5% |
| 7D | +2.6% | +28.6% | -26.1% | +4.7% |
| 30D | +27.6% | +73.6% | -46.1% | +35.7% |
| 3M | +15.3% | +70.1% | -54.7% | +24.4% |
| 6M | +96.4% | +53.6% | +42.8% | +118.8% |
| All | +96.4% | +51.8% | +44.6% | +118.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling