+2,672.5%
NVDL vs AVAV
+63.7%
+2,608.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.9% | -6.9% | -4.9% |
| 7D | +7.3% | +3.2% | +4.1% | +6.2% |
| 30D | -0.7% | -20.3% | +19.6% | +6.1% |
| 3M | +9.5% | -19.4% | +28.9% | +14.7% |
| 6M | +41.6% | -35.3% | +76.9% | +56.6% |
| YTD | +23.3% | -38.5% | +61.8% | +33.1% |
| 1Y | +40.3% | -37.2% | +77.5% | +49.3% |
| 3Y | +692.2% | +31.1% | +661.1% | +652.7% |
| All | +2,672.5% | +63.7% | +2,608.8% | +2,041.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling