+2,672.5%
NVDL vs ALHC
+9.4%
+2,663.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -4.0% |
| 7D | +7.3% | -1.0% | +8.3% | +7.3% |
| 30D | -0.7% | -6.3% | +5.6% | -0.9% |
| 3M | +9.5% | -12.3% | +21.8% | +8.7% |
| 6M | +41.6% | -27.0% | +68.6% | +40.4% |
| YTD | +23.3% | -31.8% | +55.2% | +22.3% |
| 1Y | +40.3% | -17.0% | +57.3% | +39.8% |
| 3Y | +692.2% | +159.8% | +532.3% | +729.9% |
| All | +2,672.5% | +9.4% | +2,663.1% | +3,153.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling