+2,788.3%
NVDL vs AR
+15.2%
+2,773.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.9% |
| 7D | +11.7% | +2.5% | +9.2% | +10.6% |
| 30D | +7.8% | +14.8% | -7.0% | +1.8% |
| 3M | +3.3% | +6.2% | -2.9% | 0.0% |
| 6M | +38.9% | +4.3% | +34.6% | +32.9% |
| YTD | +28.5% | +14.4% | +14.1% | +16.7% |
| 1Y | +40.6% | +21.3% | +19.3% | +22.7% |
| 3Y | +648.7% | +39.8% | +608.9% | +577.9% |
| All | +2,788.3% | +15.2% | +2,773.0% | +2,861.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling