+649.9%
NVDL vs AEP
+76.7%
+573.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.3% |
| 7D | -10.3% | -0.9% | -9.4% | -11.1% |
| 30D | -7.1% | -1.1% | -6.1% | -8.0% |
| 3M | +6.6% | -3.3% | +9.9% | +3.7% |
| 6M | +21.1% | -4.6% | +25.7% | +17.1% |
| YTD | +15.2% | +9.4% | +5.8% | +27.6% |
| 1Y | +18.8% | +16.9% | +1.9% | +41.6% |
| 3Y | +649.9% | +76.6% | +573.3% | +1,245.4% |
| All | +649.9% | +76.7% | +573.2% | +1,245.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 3y: compounded portfolio wealth divided by compounded AEP 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…
3y analysis · Full analysis span regression · 6 months rolling