+2,490.2%
NVDL vs BIDU
-24.5%
+2,514.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | -10.3% | -8.1% | -2.2% | -6.4% |
| 30D | -7.1% | -12.8% | +5.7% | -0.6% |
| 3M | +6.6% | -21.3% | +27.9% | +20.0% |
| 6M | +21.1% | -27.0% | +48.0% | +41.4% |
| YTD | +15.2% | -30.0% | +45.3% | +37.4% |
| 1Y | +18.8% | -18.3% | +37.1% | +29.1% |
| 3Y | +649.9% | -33.8% | +683.7% | +739.0% |
| All | +2,490.2% | -24.5% | +2,514.7% | +2,645.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 5y: compounded portfolio wealth divided by compounded BIDU 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…
5y analysis · Full analysis span regression · 6 months rolling