+2,622.7%
NVDL vs BWA
+83.2%
+2,539.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.9% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | +3.4% | -5.6% | +9.0% | +7.1% |
| 3M | +8.1% | -10.7% | +18.8% | +15.8% |
| 6M | +31.9% | +23.2% | +8.7% | +17.0% |
| YTD | +21.1% | +46.0% | -24.9% | -5.9% |
| 1Y | +34.0% | +51.2% | -17.1% | +0.3% |
| 3Y | +677.9% | +69.6% | +608.4% | +391.1% |
| All | +2,622.7% | +83.2% | +2,539.6% | +1,341.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling