+2,490.2%
NVDL vs AZO
+15.7%
+2,474.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -10.3% | -3.6% | -6.7% | -10.2% |
| 30D | -7.1% | -5.6% | -1.6% | -7.0% |
| 3M | +6.6% | -6.6% | +13.2% | +6.9% |
| 6M | +21.1% | -22.5% | +43.6% | +22.6% |
| YTD | +15.2% | -15.2% | +30.4% | +16.3% |
| 1Y | +18.8% | -33.9% | +52.7% | +22.1% |
| 3Y | +649.9% | +11.8% | +638.1% | +578.9% |
| All | +2,490.2% | +15.7% | +2,474.4% | +2,250.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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