+1,266.3%
NVDL vs CB
+79.5%
+1,186.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -3.2% |
| 7D | -24.8% | +2.9% | -27.7% | -23.2% |
| 30D | -48.0% | +7.3% | -55.4% | -45.2% |
| 3M | -51.5% | +9.4% | -60.9% | -48.0% |
| 6M | -54.9% | +19.6% | -74.6% | -48.3% |
| YTD | -39.2% | +21.5% | -60.7% | -29.3% |
| 1Y | -41.1% | +28.0% | -69.1% | -29.7% |
| 3Y | +262.9% | +74.9% | +188.1% | +378.4% |
| All | +1,266.3% | +79.5% | +1,186.9% | +1,535.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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