-8.3%
BA vs NVDL
+1,315.4%
-1,323.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -1.0% |
| 7D | -0.6% | -17.5% | +16.9% | +0.9% |
| 30D | -8.0% | -49.2% | +41.2% | -3.0% |
| 3M | -25.8% | -49.0% | +23.2% | -22.1% |
| 6M | -27.6% | -50.9% | +23.4% | -24.2% |
| YTD | -21.0% | -36.7% | +15.7% | -19.7% |
| 1Y | -12.3% | -43.0% | +30.7% | -10.2% |
| 3Y | -12.8% | +281.1% | -293.9% | -25.3% |
| All | -8.3% | +1,315.4% | -1,323.7% | -32.4% |
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