+2,490.2%
NVDL vs BTI
+80.2%
+2,410.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | 0.0% |
| 7D | -10.3% | -0.2% | -10.1% | -10.4% |
| 30D | -7.1% | -1.1% | -6.0% | -7.3% |
| 3M | +6.6% | -8.8% | +15.3% | +5.0% |
| 6M | +21.1% | -4.0% | +25.0% | +21.1% |
| YTD | +15.2% | +0.4% | +14.9% | +16.7% |
| 1Y | +18.8% | +1.9% | +16.9% | +21.2% |
| 3Y | +649.9% | +108.5% | +541.4% | +859.5% |
| All | +2,490.2% | +80.2% | +2,410.0% | +3,270.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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