+2,494.8%
NVDL vs ALB
-52.2%
+2,547.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.0% | -1.7% | -3.7% |
| 7D | -8.7% | -7.6% | -1.1% | -6.3% |
| 30D | -1.3% | -5.6% | +4.3% | 0.0% |
| 3M | +11.4% | -16.8% | +28.2% | +17.5% |
| 6M | +22.9% | -26.3% | +49.2% | +33.0% |
| YTD | +15.4% | -13.2% | +28.7% | +16.9% |
| 1Y | +18.8% | +68.8% | -50.0% | -8.2% |
| 3Y | +641.4% | -30.7% | +672.1% | +614.8% |
| All | +2,494.8% | -52.2% | +2,547.0% | +3,075.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling