+3,774.1%
APP vs NVDL
+1,259.0%
+2,515.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.0% | +7.9% | +5.0% |
| 7D | +4.6% | -24.8% | +29.4% | +12.4% |
| 30D | +56.0% | -48.0% | +104.1% | +82.5% |
| 3M | +30.8% | -51.5% | +82.4% | +54.3% |
| 6M | -9.8% | -54.9% | +45.1% | +6.3% |
| YTD | -39.3% | -39.2% | -0.1% | -36.0% |
| 1Y | -26.4% | -41.1% | +14.7% | -22.0% |
| 3Y | +887.9% | +262.9% | +625.0% | +469.0% |
| All | +3,774.1% | +1,259.0% | +2,515.1% | +1,178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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