+55.3%
BE vs NVDL
-23.5%
+78.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.1% | -0.3% | -2.5% |
| 7D | -12.1% | -14.0% | +1.9% | -3.1% |
| 30D | -30.1% | -31.2% | +1.1% | -11.5% |
| 3M | -12.1% | -15.5% | +3.4% | -4.0% |
| 6M | -30.6% | -10.3% | -20.3% | -29.9% |
| YTD | +130.6% | -5.8% | +136.4% | +112.9% |
| 1Y | +55.3% | -20.1% | +75.4% | +60.4% |
| All | +55.3% | -23.5% | +78.7% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling