+2,494.8%
NVDL vs APA
+12.1%
+2,482.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.6% |
| 7D | -8.7% | +0.8% | -9.5% | -8.9% |
| 30D | -1.3% | +9.6% | -10.9% | -3.1% |
| 3M | +11.4% | +18.0% | -6.7% | +7.3% |
| 6M | +22.9% | +41.9% | -19.0% | +9.7% |
| YTD | +15.4% | +86.3% | -70.9% | -6.2% |
| 1Y | +18.8% | +97.9% | -79.1% | -7.3% |
| 3Y | +641.4% | +12.8% | +628.6% | +446.8% |
| All | +2,494.8% | +12.1% | +2,482.7% | +1,932.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling