+2,494.8%
NVDL vs BTI
+78.9%
+2,415.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.0% | -5.7% | -4.5% |
| 7D | -8.7% | -2.0% | -6.7% | -9.1% |
| 30D | -1.3% | -3.4% | +2.1% | -2.0% |
| 3M | +11.4% | -9.0% | +20.4% | +9.6% |
| 6M | +22.9% | -5.0% | +27.9% | +22.6% |
| YTD | +15.4% | -0.3% | +15.8% | +16.7% |
| 1Y | +18.8% | +3.1% | +15.6% | +21.7% |
| 3Y | +641.4% | +111.0% | +530.4% | +855.3% |
| All | +2,494.8% | +78.9% | +2,415.8% | +3,270.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling