+40.6%
NVDL vs CAH
+65.8%
-25.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +11.7% | +5.4% | +6.3% | +12.5% |
| 30D | +7.8% | +3.3% | +4.5% | +8.4% |
| 3M | +3.3% | +22.8% | -19.5% | +5.4% |
| 6M | +38.9% | +11.3% | +27.6% | +39.8% |
| YTD | +28.5% | +21.1% | +7.3% | +32.3% |
| 1Y | +40.6% | +67.2% | -26.6% | +64.9% |
| All | +40.6% | +65.8% | -25.2% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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