+2,490.2%
NVDL vs AEIS
+205.1%
+2,285.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.9% | -5.1% | -4.7% |
| 7D | -10.3% | +2.3% | -12.6% | -12.4% |
| 30D | -7.1% | -14.8% | +7.7% | +6.4% |
| 3M | +6.6% | -15.6% | +22.2% | +17.4% |
| 6M | +21.1% | -8.7% | +29.8% | +15.4% |
| YTD | +15.2% | +37.3% | -22.1% | -33.1% |
| 1Y | +18.8% | +80.3% | -61.5% | -52.7% |
| 3Y | +649.9% | +177.9% | +472.0% | +91.5% |
| All | +2,490.2% | +205.1% | +2,285.1% | +449.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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