-24.1%
NU vs NVDL
-23.5%
-0.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.1% | +9.4% | +4.1% |
| 7D | +0.2% | -14.0% | +14.2% | +2.3% |
| 30D | -21.0% | -31.2% | +10.2% | -16.6% |
| 3M | -16.3% | -15.5% | -0.8% | -14.7% |
| 6M | -15.3% | -10.3% | -5.1% | -15.9% |
| YTD | -28.4% | -5.8% | -22.6% | -31.5% |
| 1Y | -24.1% | -20.1% | -4.0% | -26.1% |
| All | -24.1% | -23.5% | -0.7% | -26.1% |
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