+651.2%
NVDL vs BUD
+43.8%
+607.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.7% |
| 7D | -8.7% | -3.2% | -5.5% | -8.9% |
| 30D | -1.3% | -3.7% | +2.4% | -1.6% |
| 3M | +11.4% | -4.4% | +15.8% | +11.0% |
| 6M | +22.9% | +7.7% | +15.2% | +23.3% |
| YTD | +15.4% | +23.1% | -7.6% | +16.9% |
| 1Y | +18.8% | +33.6% | -14.9% | +20.8% |
| All | +651.2% | +43.8% | +607.4% | +625.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling