+6.1%
XYZ vs NVD
-61.1%
+67.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -2.7% |
| 7D | +2.9% | -7.7% | +10.5% | +1.9% |
| 30D | +1.4% | -5.8% | +7.2% | +1.1% |
| 3M | +14.6% | -23.2% | +37.8% | +12.3% |
| 6M | +20.8% | -49.7% | +70.5% | +13.5% |
| YTD | +23.1% | -47.7% | +70.8% | +15.8% |
| All | +6.1% | -61.1% | +67.1% | +2.2% |
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