+2,622.7%
NVDL vs BB
+68.5%
+2,554.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | -0.8% | +1.8% | -2.7% | -1.5% |
| 30D | +3.4% | -12.2% | +15.6% | +8.5% |
| 3M | +8.1% | -12.3% | +20.4% | +11.0% |
| 6M | +31.9% | +122.7% | -90.8% | -6.3% |
| YTD | +21.1% | +104.5% | -83.4% | -11.2% |
| 1Y | +34.0% | +106.7% | -72.6% | -2.7% |
| 3Y | +677.9% | +70.0% | +608.0% | +482.9% |
| All | +2,622.7% | +68.5% | +2,554.3% | +1,846.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling