+40.6%
NVDL vs AHR
+33.1%
+7.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.7% |
| 7D | +11.7% | -1.5% | +13.1% | +11.7% |
| 30D | +7.8% | -1.4% | +9.2% | +7.8% |
| 3M | +3.3% | +18.6% | -15.3% | +0.3% |
| 6M | +38.9% | +6.6% | +32.3% | +40.3% |
| YTD | +28.5% | +17.5% | +11.0% | +27.2% |
| 1Y | +40.6% | +30.9% | +9.7% | +38.4% |
| All | +40.6% | +33.1% | +7.5% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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