+1,266.3%
NVDL vs ALL
+121.5%
+1,144.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.3% | -3.9% |
| 7D | -24.8% | +5.0% | -29.8% | -23.3% |
| 30D | -48.0% | +13.3% | -61.4% | -45.4% |
| 3M | -51.5% | +3.2% | -54.7% | -50.4% |
| 6M | -54.9% | +25.3% | -80.3% | -51.0% |
| YTD | -39.2% | +30.5% | -69.7% | -33.0% |
| 1Y | -41.1% | +29.2% | -70.3% | -35.2% |
| 3Y | +262.9% | +119.1% | +143.8% | +345.9% |
| All | +1,266.3% | +121.5% | +1,144.8% | +1,623.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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