+14.9%
DIA vs NVDL
-23.5%
+38.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.1% | +9.2% | +3.5% |
| 7D | +1.6% | -14.0% | +15.6% | +2.5% |
| 30D | +4.1% | -31.2% | +35.3% | +6.5% |
| 3M | -1.0% | -15.5% | +14.5% | -0.4% |
| 6M | +9.7% | -10.3% | +19.9% | +9.2% |
| YTD | +12.2% | -5.8% | +18.0% | +9.4% |
| 1Y | +14.9% | -20.1% | +35.0% | +12.8% |
| All | +14.9% | -23.5% | +38.3% | +12.8% |
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