+2,490.2%
NVDL vs BDX
-6.2%
+2,496.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.2% |
| 7D | -10.3% | -3.2% | -7.2% | -10.3% |
| 30D | -7.1% | -2.5% | -4.6% | -7.2% |
| 3M | +6.6% | +21.4% | -14.8% | +6.0% |
| 6M | +21.1% | +10.4% | +10.6% | +21.3% |
| YTD | +15.2% | +18.8% | -3.6% | +15.5% |
| 1Y | +18.8% | +21.7% | -2.9% | +18.9% |
| 3Y | +649.9% | -10.0% | +659.9% | +629.6% |
| All | +2,490.2% | -6.2% | +2,496.4% | +2,432.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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