+688.3%
NVDL vs ALB
-29.2%
+717.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.9% |
| 7D | -0.8% | -8.6% | +7.8% | +1.8% |
| 30D | +3.4% | -4.0% | +7.4% | +4.1% |
| 3M | +8.1% | -17.4% | +25.5% | +13.9% |
| 6M | +31.9% | -25.4% | +57.2% | +41.1% |
| YTD | +21.1% | -10.5% | +31.6% | +21.5% |
| 1Y | +34.0% | +75.8% | -41.8% | +5.2% |
| All | +688.3% | -29.2% | +717.5% | +618.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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