+651.2%
NVDL vs BN
+69.2%
+582.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -3.2% |
| 7D | -8.7% | -5.9% | -2.8% | -1.6% |
| 30D | -1.3% | -15.1% | +13.8% | +20.2% |
| 3M | +11.4% | -14.6% | +25.9% | +34.6% |
| 6M | +22.9% | -8.4% | +31.3% | +35.8% |
| YTD | +15.4% | -16.8% | +32.2% | +41.6% |
| 1Y | +18.8% | -14.4% | +33.1% | +39.9% |
| All | +651.2% | +69.2% | +582.0% | +387.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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