+2,622.7%
NVDL vs BN
+73.6%
+2,549.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | +0.4% |
| 7D | -0.8% | -3.0% | +2.2% | +2.8% |
| 30D | +3.4% | -13.0% | +16.4% | +21.3% |
| 3M | +8.1% | -15.2% | +23.3% | +30.9% |
| 6M | +31.9% | -5.9% | +37.8% | +40.7% |
| YTD | +21.1% | -15.8% | +36.9% | +45.4% |
| 1Y | +34.0% | -12.2% | +46.2% | +52.8% |
| 3Y | +677.9% | +72.2% | +605.7% | +388.7% |
| All | +2,622.7% | +73.6% | +2,549.2% | +1,660.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling