-45.4%
NVDL vs ACWI
+2.1%
-47.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.2% | +4.6% | +2.0% |
| 7D | -26.2% | -0.7% | -25.5% | -22.9% |
| 30D | -43.2% | -2.0% | -41.2% | -37.4% |
| 3M | -40.5% | -2.2% | -38.4% | -33.4% |
| 6M | -45.4% | +1.9% | -47.3% | -45.1% |
| All | -45.4% | +2.1% | -47.5% | -45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling