+2,494.8%
NVDL vs ACI
-37.8%
+2,532.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -5.2% |
| 7D | -8.7% | -7.1% | -1.6% | -11.1% |
| 30D | -1.3% | -4.5% | +3.2% | -2.7% |
| 3M | +11.4% | -22.3% | +33.6% | +3.9% |
| 6M | +22.9% | -28.4% | +51.3% | +11.6% |
| YTD | +15.4% | -29.5% | +44.9% | +5.1% |
| 1Y | +18.8% | -34.2% | +53.0% | +7.3% |
| 3Y | +641.4% | -45.7% | +687.1% | +505.4% |
| All | +2,494.8% | -37.8% | +2,532.5% | +2,017.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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