+12.6%
BA vs NVDL
+2,657.6%
-2,645.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.4% |
| 7D | +2.5% | +7.3% | -4.8% | +1.8% |
| 30D | -10.1% | -0.7% | -9.4% | -10.3% |
| 3M | -2.4% | +9.5% | -11.9% | -3.7% |
| 6M | -8.8% | +41.6% | -50.4% | -12.5% |
| YTD | -2.9% | +23.3% | -26.3% | -6.2% |
| 1Y | -8.8% | +40.3% | -49.0% | -13.3% |
| 3Y | -0.3% | +692.2% | -692.4% | -19.4% |
| All | +12.6% | +2,657.6% | -2,645.0% | -21.0% |
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 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