+2,672.5%
NVDL vs CASY
+202.6%
+2,469.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.3% |
| 7D | +7.3% | -4.4% | +11.7% | +8.5% |
| 30D | -0.7% | -12.0% | +11.4% | +2.2% |
| 3M | +9.5% | -2.3% | +11.8% | +6.8% |
| 6M | +41.6% | +10.5% | +31.1% | +29.7% |
| YTD | +23.3% | +33.0% | -9.7% | +2.8% |
| 1Y | +40.3% | +41.1% | -0.9% | +12.5% |
| 3Y | +692.2% | +207.5% | +484.7% | +359.7% |
| All | +2,672.5% | +202.6% | +2,469.9% | +1,690.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling