+649.9%
NVDL vs BB
+64.9%
+585.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.8% |
| 7D | -10.3% | -0.4% | -9.9% | -10.2% |
| 30D | -7.1% | -12.5% | +5.4% | -2.2% |
| 3M | +6.6% | -17.4% | +24.0% | +11.9% |
| 6M | +21.1% | +119.1% | -98.1% | -15.3% |
| YTD | +15.2% | +102.4% | -87.2% | -16.8% |
| 1Y | +18.8% | +98.2% | -79.4% | -14.2% |
| 3Y | +649.9% | +46.9% | +603.0% | +368.2% |
| All | +649.9% | +64.9% | +585.0% | +368.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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