+649.9%
NVDL vs BWA
+70.7%
+579.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -1.0% |
| 7D | -10.3% | -1.3% | -9.0% | -9.6% |
| 30D | -7.1% | -2.9% | -4.2% | -5.5% |
| 3M | +6.6% | -10.7% | +17.3% | +13.4% |
| 6M | +21.1% | +26.5% | -5.4% | +7.2% |
| YTD | +15.2% | +49.1% | -33.9% | -9.4% |
| 1Y | +18.8% | +52.1% | -33.3% | -8.7% |
| 3Y | +649.9% | +72.6% | +577.3% | +342.3% |
| All | +649.9% | +70.7% | +579.2% | +342.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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