+2,490.2%
NVDL vs ALK
-12.8%
+2,503.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -1.4% |
| 7D | -10.3% | -2.1% | -8.2% | -9.4% |
| 30D | -7.1% | -13.1% | +6.0% | -1.0% |
| 3M | +6.6% | -11.8% | +18.4% | +11.8% |
| 6M | +21.1% | -0.4% | +21.4% | +17.4% |
| YTD | +15.2% | -18.2% | +33.4% | +22.3% |
| 1Y | +18.8% | -35.5% | +54.3% | +41.5% |
| 3Y | +649.9% | +1.8% | +648.1% | +574.0% |
| All | +2,490.2% | -12.8% | +2,503.0% | +2,338.6% |
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