+2,490.2%
NVDL vs CASY
+153.9%
+2,336.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | +0.3% |
| 7D | -10.3% | -18.6% | +8.3% | -6.0% |
| 30D | -7.1% | -26.6% | +19.5% | -0.4% |
| 3M | +6.6% | -32.8% | +39.4% | +16.8% |
| 6M | +21.1% | -10.0% | +31.1% | +16.9% |
| YTD | +15.2% | +11.6% | +3.6% | -0.1% |
| 1Y | +18.8% | +11.5% | +7.3% | +2.5% |
| 3Y | +649.9% | +160.7% | +489.2% | +350.4% |
| All | +2,490.2% | +153.9% | +2,336.2% | +1,639.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling