+2,494.8%
NVDL vs AR
+14.5%
+2,480.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | -8.7% | -1.3% | -7.4% | -8.2% |
| 30D | -1.3% | +3.5% | -4.9% | -2.8% |
| 3M | +11.4% | +9.9% | +1.5% | +6.1% |
| 6M | +22.9% | +4.5% | +18.4% | +17.6% |
| YTD | +15.4% | +13.7% | +1.8% | +5.1% |
| 1Y | +18.8% | +19.2% | -0.5% | +4.4% |
| 3Y | +641.4% | +46.2% | +595.2% | +567.0% |
| All | +2,494.8% | +14.5% | +2,480.2% | +2,566.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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