+2,490.2%
NVDL vs BNY
+290.6%
+2,199.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -10.3% | -1.3% | -9.0% | -9.0% |
| 30D | -7.1% | -0.2% | -7.0% | -7.1% |
| 3M | +6.6% | +14.9% | -8.4% | -8.5% |
| 6M | +21.1% | +40.0% | -18.9% | -15.2% |
| YTD | +15.2% | +42.0% | -26.8% | -21.2% |
| 1Y | +18.8% | +56.9% | -38.1% | -27.1% |
| 3Y | +649.9% | +289.9% | +360.0% | +138.2% |
| All | +2,490.2% | +290.6% | +2,199.5% | +634.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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