-32.5%
NVDL vs AHR
+23.7%
-56.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.6% | -0.6% | -18.0% | -18.6% |
| 7D | -28.8% | +5.9% | -34.7% | -28.4% |
| 30D | -44.0% | +11.0% | -55.0% | -43.6% |
| 3M | -35.6% | +1.5% | -37.1% | -35.1% |
| 6M | -25.3% | +13.9% | -39.2% | -24.9% |
| YTD | -23.3% | +20.9% | -44.2% | -23.6% |
| 1Y | -32.5% | +21.4% | -53.9% | -32.5% |
| All | -32.5% | +23.7% | -56.2% | -32.5% |
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