+2,490.2%
NVDL vs BN
+72.2%
+2,418.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.7% |
| 7D | -10.3% | -5.2% | -5.1% | -4.5% |
| 30D | -7.1% | -14.5% | +7.4% | +11.3% |
| 3M | +6.6% | -15.0% | +21.6% | +28.4% |
| 6M | +21.1% | -5.4% | +26.5% | +28.6% |
| YTD | +15.2% | -16.4% | +31.6% | +39.7% |
| 1Y | +18.8% | -16.2% | +35.0% | +43.6% |
| 3Y | +649.9% | +67.5% | +582.4% | +384.8% |
| All | +2,490.2% | +72.2% | +2,418.0% | +1,591.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling