+40.3%
NVDL vs AS
-22.5%
+62.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.2% | -2.7% |
| 7D | +7.3% | -2.6% | +9.9% | +8.5% |
| 30D | -0.7% | -22.1% | +21.4% | +11.9% |
| 3M | +9.5% | -15.3% | +24.8% | +17.6% |
| 6M | +41.6% | -15.6% | +57.2% | +51.1% |
| YTD | +23.3% | -23.2% | +46.5% | +35.0% |
| 1Y | +40.3% | -21.7% | +62.0% | +47.8% |
| All | +40.3% | -22.5% | +62.8% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling