+30.7%
HD vs NVDL
+266.0%
-235.3%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.2% |
| 7D | +1.5% | -24.8% | +26.3% | +2.1% |
| 30D | +18.0% | -48.0% | +66.0% | +19.7% |
| 3M | +2.8% | -51.5% | +54.3% | +4.4% |
| 6M | +17.0% | -54.9% | +71.9% | +18.8% |
| YTD | +3.5% | -39.2% | +42.8% | +3.7% |
| 1Y | -2.6% | -41.1% | +38.5% | -2.4% |
| 3Y | +30.7% | +262.9% | -232.2% | +15.1% |
| All | +30.7% | +266.0% | -235.3% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling