-20.1%
NVDL vs AU
+42.5%
-62.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +8.0% | -14.1% | -8.8% |
| 7D | -14.0% | +0.8% | -14.8% | -14.4% |
| 30D | -31.2% | -7.0% | -24.2% | -29.5% |
| 3M | -15.5% | +8.5% | -24.0% | -18.5% |
| 6M | -10.3% | -1.3% | -9.0% | -10.8% |
| YTD | -5.8% | +6.8% | -12.5% | -10.9% |
| 1Y | -20.1% | +44.6% | -64.7% | -35.5% |
| All | -20.1% | +42.5% | -62.6% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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