+73.4%
WBD vs NVD
-52.8%
+126.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | -0.7% | +10.8% | -11.6% | -0.1% |
| 30D | +1.4% | +0.8% | +0.7% | +1.7% |
| 3M | +4.4% | -20.8% | +25.2% | +3.4% |
| 6M | +0.8% | -41.2% | +42.0% | -1.5% |
| YTD | -2.7% | -44.2% | +41.5% | -5.0% |
| 1Y | +73.4% | -54.2% | +127.6% | +65.5% |
| All | +73.4% | -52.8% | +126.2% | +65.5% |
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