+51.2%
XRT vs NVD
-98.5%
+149.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | +0.6% |
| 7D | +1.7% | +28.6% | -26.9% | +3.2% |
| 30D | +7.5% | +73.6% | -66.1% | +11.1% |
| 3M | +2.2% | +70.1% | -67.9% | +5.8% |
| 6M | +14.7% | +53.6% | -38.9% | +18.6% |
| YTD | +7.5% | -7.0% | +14.5% | +8.1% |
| 1Y | +14.1% | -9.0% | +23.1% | +14.8% |
| 3Y | +58.8% | -98.3% | +157.1% | +32.9% |
| All | +51.2% | -98.5% | +149.8% | +25.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling