+2,490.2%
NVDL vs A
-5.1%
+2,495.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.8% | -1.8% |
| 7D | -10.3% | -2.6% | -7.7% | -8.8% |
| 30D | -7.1% | -0.9% | -6.2% | -6.3% |
| 3M | +6.6% | +13.6% | -7.1% | -1.4% |
| 6M | +21.1% | +27.8% | -6.8% | +2.5% |
| YTD | +15.2% | +8.6% | +6.6% | +8.7% |
| 1Y | +18.8% | +16.9% | +1.9% | +4.9% |
| 3Y | +649.9% | +32.9% | +617.0% | +503.1% |
| All | +2,490.2% | -5.1% | +2,495.3% | +2,845.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling