-2.2%
BA vs NVDL
+662.3%
-664.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.9% |
| 7D | -1.2% | -0.8% | -0.3% | -1.1% |
| 30D | -11.3% | +3.4% | -14.7% | -11.8% |
| 3M | -3.8% | +8.1% | -11.9% | -5.0% |
| 6M | -8.3% | +31.9% | -40.1% | -11.5% |
| YTD | -4.9% | +21.1% | -26.0% | -8.0% |
| 1Y | -10.1% | +34.0% | -44.1% | -14.3% |
| All | -2.2% | +662.3% | -664.5% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling