+18.8%
NVDL vs ATI
+159.9%
-141.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -10.3% | -5.6% | -4.7% | -6.9% |
| 30D | -7.1% | -13.7% | +6.6% | +2.0% |
| 3M | +6.6% | -0.4% | +6.9% | +6.6% |
| 6M | +21.1% | +26.2% | -5.2% | +4.2% |
| YTD | +15.2% | +73.2% | -58.0% | -17.5% |
| 1Y | +18.8% | +161.6% | -142.8% | -25.8% |
| All | +18.8% | +159.9% | -141.1% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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