+2,494.8%
NVDL vs BIL
+18.1%
+2,476.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -8.7% | +0.1% | -8.7% | -8.5% |
| 30D | -1.3% | +0.3% | -1.6% | -0.6% |
| 3M | +11.4% | +0.9% | +10.5% | +14.3% |
| 6M | +22.9% | +1.8% | +21.1% | +26.9% |
| YTD | +15.4% | +2.5% | +13.0% | +17.9% |
| 1Y | +18.8% | +3.7% | +15.1% | +21.7% |
| 3Y | +641.4% | +14.1% | +627.3% | +27.7% |
| All | +2,494.8% | +18.1% | +2,476.7% | +200.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling