+651.2%
NVDL vs A
+28.1%
+623.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.0% |
| 7D | -8.7% | -4.6% | -4.1% | -6.0% |
| 30D | -1.3% | -4.3% | +2.9% | +1.6% |
| 3M | +11.4% | +8.9% | +2.4% | +5.7% |
| 6M | +22.9% | +24.5% | -1.6% | +5.9% |
| YTD | +15.4% | +5.8% | +9.6% | +11.0% |
| 1Y | +18.8% | +16.2% | +2.5% | +4.8% |
| All | +651.2% | +28.1% | +623.1% | +553.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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