+688.3%
NVDL vs BIL
+14.1%
+674.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.8% | +0.1% | -0.9% | +0.3% |
| 30D | +3.4% | +0.3% | +3.1% | +8.6% |
| 3M | +8.1% | +0.9% | +7.2% | +27.2% |
| 6M | +31.9% | +1.8% | +30.1% | +78.9% |
| YTD | +21.1% | +2.5% | +18.7% | +78.7% |
| 1Y | +34.0% | +3.7% | +30.4% | +143.5% |
| All | +688.3% | +14.1% | +674.2% | +1,275.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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