+2,788.3%
NVDL vs CB
+62.7%
+2,725.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.6% | +0.4% |
| 7D | +11.7% | +0.5% | +11.2% | +12.0% |
| 30D | +7.8% | -3.1% | +10.9% | +6.1% |
| 3M | +3.3% | +9.0% | -5.6% | +10.2% |
| 6M | +38.9% | +2.9% | +36.0% | +44.4% |
| YTD | +28.5% | +10.1% | +18.4% | +38.8% |
| 1Y | +40.6% | +22.8% | +17.8% | +60.2% |
| 3Y | +648.7% | +73.8% | +574.9% | +832.5% |
| All | +2,788.3% | +62.7% | +2,725.6% | +3,109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling