+649.9%
NVDL vs BAH
-27.9%
+677.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -10.3% | +4.3% | -14.6% | -10.8% |
| 30D | -7.1% | -2.5% | -4.7% | -6.9% |
| 3M | +6.6% | -0.9% | +7.5% | +7.0% |
| 6M | +21.1% | +1.5% | +19.6% | +20.7% |
| YTD | +15.2% | -8.0% | +23.2% | +16.7% |
| 1Y | +18.8% | -24.7% | +43.5% | +25.6% |
| 3Y | +649.9% | -28.4% | +678.3% | +619.4% |
| All | +649.9% | -27.9% | +677.8% | +619.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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