+45.3%
MO vs NVDL
-23.5%
+68.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.1% | +7.5% | +0.6% |
| 7D | +6.9% | -14.0% | +20.9% | +4.9% |
| 30D | +14.9% | -31.2% | +46.1% | +10.0% |
| 3M | +16.4% | -15.5% | +31.9% | +14.9% |
| 6M | +9.6% | -10.3% | +19.8% | +10.5% |
| YTD | +41.8% | -5.8% | +47.6% | +44.0% |
| 1Y | +45.3% | -20.1% | +65.4% | +46.2% |
| All | +45.3% | -23.5% | +68.8% | +46.2% |
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