+2,622.7%
NVDL vs CB
+60.8%
+2,562.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.6% |
| 7D | -0.8% | -0.5% | -0.3% | -1.2% |
| 30D | +3.4% | -3.1% | +6.5% | +1.7% |
| 3M | +8.1% | +4.2% | +3.9% | +12.0% |
| 6M | +31.9% | +4.7% | +27.2% | +38.1% |
| YTD | +21.1% | +8.8% | +12.3% | +29.8% |
| 1Y | +34.0% | +22.6% | +11.4% | +52.2% |
| 3Y | +677.9% | +70.6% | +607.3% | +859.6% |
| All | +2,622.7% | +60.8% | +2,562.0% | +2,902.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling