+649.9%
NVDL vs BTG
+94.8%
+555.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | -10.3% | -3.8% | -6.6% | -9.3% |
| 30D | -7.1% | +3.6% | -10.8% | -8.0% |
| 3M | +6.6% | +32.0% | -25.4% | -2.0% |
| 6M | +21.1% | +3.4% | +17.7% | +17.9% |
| YTD | +15.2% | +20.8% | -5.6% | +7.0% |
| 1Y | +18.8% | +22.4% | -3.6% | +8.0% |
| 3Y | +649.9% | +91.7% | +558.2% | +475.8% |
| All | +649.9% | +94.8% | +555.1% | +475.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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