+2,490.2%
NVDL vs AU
+508.0%
+1,982.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -10.3% | -4.3% | -6.1% | -9.5% |
| 30D | -7.1% | +7.3% | -14.4% | -8.6% |
| 3M | +6.6% | +26.3% | -19.7% | +1.1% |
| 6M | +21.1% | +1.8% | +19.3% | +19.1% |
| YTD | +15.2% | +26.8% | -11.6% | +9.0% |
| 1Y | +18.8% | +66.7% | -47.9% | +7.8% |
| 3Y | +649.9% | +579.1% | +70.8% | +494.1% |
| All | +2,490.2% | +508.0% | +1,982.2% | +1,641.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling