+309.8%
BE vs NVDL
+15.4%
+294.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.2% | +6.9% | +6.8% |
| 7D | +9.0% | -10.3% | +19.4% | +16.2% |
| 30D | +16.3% | -7.1% | +23.4% | +19.8% |
| 3M | +10.8% | +6.6% | +4.2% | +3.0% |
| 6M | +73.2% | +21.1% | +52.1% | +37.7% |
| YTD | +217.4% | +15.2% | +202.1% | +158.9% |
| 1Y | +309.8% | +18.8% | +291.0% | +243.4% |
| All | +309.8% | +15.4% | +294.4% | +243.4% |
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