+2,622.7%
NVDL vs ACHR
+144.4%
+2,478.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.7% | +3.9% | -0.3% |
| 7D | -0.8% | -2.7% | +1.8% | -0.2% |
| 30D | +3.4% | -12.1% | +15.5% | +6.4% |
| 3M | +8.1% | +3.4% | +4.7% | +5.0% |
| 6M | +31.9% | -15.6% | +47.5% | +35.3% |
| YTD | +21.1% | -26.9% | +48.0% | +27.9% |
| 1Y | +34.0% | -34.8% | +68.8% | +42.0% |
| 3Y | +677.9% | -19.2% | +697.2% | +665.6% |
| All | +2,622.7% | +144.4% | +2,478.3% | +1,765.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 all: compounded portfolio wealth divided by compounded ACHR 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…
all analysis · Full analysis span regression · 6 months rolling