+2,788.3%
NVDL vs ACWI
+91.1%
+2,697.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.8% |
| 7D | +11.7% | +0.5% | +11.2% | +9.7% |
| 30D | +7.8% | +0.9% | +7.0% | +5.1% |
| 3M | +3.3% | +2.4% | +0.9% | -2.7% |
| 6M | +38.9% | +12.4% | +26.5% | -7.8% |
| YTD | +28.5% | +15.2% | +13.3% | -21.9% |
| 1Y | +40.6% | +22.7% | +17.9% | -32.3% |
| 3Y | +648.7% | +75.8% | +572.9% | +38.5% |
| All | +2,788.3% | +91.1% | +2,697.2% | +307.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling