+1,266.3%
NVDL vs ALK
-18.5%
+1,284.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.3% |
| 7D | -24.8% | -1.2% | -23.6% | -24.6% |
| 30D | -48.0% | +7.7% | -55.7% | -50.4% |
| 3M | -51.5% | -19.0% | -32.5% | -47.3% |
| 6M | -54.9% | -0.2% | -54.7% | -56.6% |
| YTD | -39.2% | -23.5% | -15.7% | -34.2% |
| 1Y | -41.1% | -9.1% | -32.0% | -42.0% |
| 3Y | +262.9% | +12.0% | +250.9% | +200.1% |
| All | +1,266.3% | -18.5% | +1,284.8% | +1,212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling