+2,494.8%
NVDL vs CASY
+159.0%
+2,335.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.7% | -17.2% | +8.6% | -4.7% |
| 30D | -1.3% | -24.4% | +23.1% | +5.0% |
| 3M | +11.4% | -31.4% | +42.8% | +21.4% |
| 6M | +22.9% | -8.9% | +31.8% | +18.5% |
| YTD | +15.4% | +13.8% | +1.6% | -0.4% |
| 1Y | +18.8% | +17.0% | +1.8% | +0.4% |
| 3Y | +641.4% | +163.1% | +478.3% | +345.3% |
| All | +2,494.8% | +159.0% | +2,335.8% | +1,634.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling