+8.3%
DIS vs NVDL
-23.5%
+31.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.1% | +10.3% | +4.3% |
| 7D | +9.1% | -14.0% | +23.1% | +9.6% |
| 30D | +14.8% | -31.2% | +46.0% | +16.3% |
| 3M | +21.2% | -15.5% | +36.7% | +21.2% |
| 6M | +18.3% | -10.3% | +28.6% | +17.1% |
| YTD | +5.4% | -5.8% | +11.1% | +2.5% |
| 1Y | +8.3% | -20.1% | +28.3% | +6.3% |
| All | +8.3% | -23.5% | +31.7% | +6.3% |
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