+2,490.2%
NVDL vs APA
+12.6%
+2,477.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -10.3% | +4.6% | -14.9% | -11.1% |
| 30D | -7.1% | +11.9% | -19.0% | -9.1% |
| 3M | +6.6% | +22.5% | -15.9% | +1.9% |
| 6M | +21.1% | +37.5% | -16.5% | +9.1% |
| YTD | +15.2% | +87.2% | -71.9% | -6.4% |
| 1Y | +18.8% | +101.4% | -82.6% | -7.8% |
| 3Y | +649.9% | +16.9% | +633.0% | +449.5% |
| All | +2,490.2% | +12.6% | +2,477.6% | +1,927.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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