+18.8%
NVDL vs BTSG
+113.2%
-94.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -0.6% |
| 7D | -10.3% | -3.3% | -7.0% | -9.4% |
| 30D | -7.1% | -1.6% | -5.5% | -6.8% |
| 3M | +6.6% | -6.9% | +13.5% | +5.3% |
| 6M | +21.1% | +42.1% | -21.0% | -3.1% |
| YTD | +15.2% | +56.8% | -41.6% | -11.5% |
| 1Y | +18.8% | +109.8% | -91.0% | -16.5% |
| All | +18.8% | +113.2% | -94.4% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 1y: compounded portfolio wealth divided by compounded BTSG 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…
1y analysis · Full analysis span regression · 6 months rolling