+1,463.3%
NVDL vs ALLE
+75.7%
+1,387.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +5.0% | +5.4% |
| 7D | -26.2% | -0.8% | -25.4% | -25.8% |
| 30D | -43.2% | +27.4% | -70.6% | -49.5% |
| 3M | -40.5% | +13.8% | -54.4% | -44.2% |
| 6M | -45.4% | +45.5% | -90.9% | -55.2% |
| YTD | -30.5% | +21.4% | -51.9% | -38.0% |
| 1Y | -37.1% | +15.4% | -52.5% | -42.3% |
| 3Y | +318.7% | +91.7% | +227.0% | +157.1% |
| All | +1,463.3% | +75.7% | +1,387.6% | +908.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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