+2,672.5%
NVDL vs BUD
+37.7%
+2,634.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -4.0% |
| 7D | +7.3% | +0.8% | +6.5% | +7.3% |
| 30D | -0.7% | -4.8% | +4.1% | -0.6% |
| 3M | +9.5% | +1.4% | +8.1% | +9.4% |
| 6M | +41.6% | +9.9% | +31.8% | +40.9% |
| YTD | +23.3% | +26.3% | -3.0% | +21.8% |
| 1Y | +40.3% | +36.1% | +4.1% | +37.8% |
| 3Y | +692.2% | +48.6% | +643.6% | +639.7% |
| All | +2,672.5% | +37.7% | +2,634.8% | +2,483.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling