+651.2%
NVDL vs ATI
+341.5%
+309.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.7% | -1.0% | -2.0% |
| 7D | -8.7% | -2.7% | -6.0% | -6.7% |
| 30D | -1.3% | -13.5% | +12.2% | +10.0% |
| 3M | +11.4% | +8.5% | +2.8% | +4.5% |
| 6M | +22.9% | +25.2% | -2.3% | +2.7% |
| YTD | +15.4% | +73.4% | -58.0% | -25.4% |
| 1Y | +18.8% | +160.5% | -141.8% | -44.6% |
| All | +651.2% | +341.5% | +309.7% | +154.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling