+2,490.2%
NVDL vs BR
+21.0%
+2,469.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -10.3% | -3.0% | -7.3% | -9.5% |
| 30D | -7.1% | -0.3% | -6.8% | -7.2% |
| 3M | +6.6% | +17.3% | -10.7% | -0.7% |
| 6M | +21.1% | -6.7% | +27.8% | +25.2% |
| YTD | +15.2% | -23.4% | +38.7% | +32.8% |
| 1Y | +18.8% | -32.7% | +51.5% | +49.4% |
| 3Y | +649.9% | -5.9% | +655.8% | +636.9% |
| All | +2,490.2% | +21.0% | +2,469.2% | +1,898.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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