+248.8%
NBIS vs NVDL
+42.2%
+206.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.8% | +6.4% |
| 7D | +8.2% | +11.7% | -3.4% | +0.6% |
| 30D | +3.4% | +7.8% | -4.5% | -2.0% |
| 3M | -12.8% | +3.3% | -16.1% | -16.2% |
| 6M | +131.5% | +38.9% | +92.6% | +80.3% |
| YTD | +170.5% | +28.5% | +142.0% | +115.7% |
| 1Y | +248.8% | +40.6% | +208.2% | +167.1% |
| All | +248.8% | +42.2% | +206.6% | +167.1% |
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 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