+276.8%
NU vs NVDL
+2,476.2%
-2,199.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.9% | -10.3% | +5.4% | -3.3% |
| 30D | +7.8% | -7.1% | +14.9% | +8.7% |
| 3M | +20.9% | +6.6% | +14.3% | +18.2% |
| 6M | +0.9% | +21.1% | -20.2% | -4.4% |
| YTD | -12.7% | +15.2% | -27.9% | -17.0% |
| 1Y | -6.4% | +18.8% | -25.2% | -12.5% |
| 3Y | +98.1% | +649.9% | -551.8% | +22.0% |
| All | +276.8% | +2,476.2% | -2,199.4% | +77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling