+2,622.7%
NVDL vs ALHC
+5.9%
+2,616.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.9% |
| 7D | -0.8% | -4.1% | +3.3% | -1.0% |
| 30D | +3.4% | -5.4% | +8.8% | +3.2% |
| 3M | +8.1% | -32.1% | +40.2% | +6.6% |
| 6M | +31.9% | -28.5% | +60.4% | +30.6% |
| YTD | +21.1% | -34.0% | +55.1% | +19.9% |
| 1Y | +34.0% | -20.9% | +55.0% | +33.3% |
| 3Y | +677.9% | +151.5% | +526.4% | +713.9% |
| All | +2,622.7% | +5.9% | +2,616.8% | +3,091.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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