+14.1%
XRT vs NVD
-5.2%
+19.3%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.9% | -3.5% | +0.4% |
| 7D | +1.7% | +28.6% | -26.9% | +1.7% |
| 30D | +7.5% | +73.6% | -66.1% | +7.5% |
| 3M | +2.2% | +70.1% | -67.9% | +2.4% |
| 6M | +14.7% | +53.6% | -38.9% | +15.2% |
| YTD | +7.5% | -7.0% | +14.5% | +4.5% |
| 1Y | +14.1% | -9.0% | +23.1% | +10.9% |
| All | +14.1% | -5.2% | +19.3% | +10.9% |
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