+2,490.2%
NVDL vs BLK
+59.7%
+2,430.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -2.1% |
| 7D | -10.3% | -3.3% | -7.0% | -6.6% |
| 30D | -7.1% | -6.5% | -0.6% | +0.1% |
| 3M | +6.6% | +6.7% | -0.2% | -3.0% |
| 6M | +21.1% | +14.7% | +6.3% | +0.4% |
| YTD | +15.2% | +2.5% | +12.7% | +9.7% |
| 1Y | +18.8% | -2.8% | +21.6% | +19.0% |
| 3Y | +649.9% | +65.9% | +584.0% | +275.2% |
| All | +2,490.2% | +59.7% | +2,430.5% | +1,260.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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