+18.8%
NVDL vs ACWI
+19.1%
-0.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -1.9% |
| 7D | -8.7% | -1.9% | -6.7% | -2.5% |
| 30D | -1.3% | -1.3% | 0.0% | +3.8% |
| 3M | +11.4% | +5.0% | +6.4% | -2.2% |
| 6M | +22.9% | +11.7% | +11.2% | -8.7% |
| YTD | +15.4% | +13.0% | +2.5% | -17.4% |
| 1Y | +18.8% | +19.2% | -0.5% | -28.3% |
| All | +18.8% | +19.1% | -0.4% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling