+178.3%
B vs NVDL
+2,608.0%
-2,429.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.2% |
| 7D | +1.0% | -0.8% | +1.9% | +1.1% |
| 30D | +9.5% | +3.4% | +6.1% | +9.1% |
| 3M | +14.3% | +8.1% | +6.2% | +13.5% |
| 6M | -1.9% | +31.9% | -33.7% | -3.6% |
| YTD | +4.1% | +21.1% | -17.0% | +2.4% |
| 1Y | +56.1% | +34.0% | +22.1% | +52.8% |
| 3Y | +202.0% | +677.9% | -475.9% | +195.8% |
| All | +178.3% | +2,608.0% | -2,429.7% | +172.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling