+2,490.2%
NVDL vs CG
+51.0%
+2,439.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +1.3% |
| 7D | -10.3% | -9.9% | -0.5% | -1.9% |
| 30D | -7.1% | -11.7% | +4.5% | +2.7% |
| 3M | +6.6% | -4.3% | +10.9% | +9.0% |
| 6M | +21.1% | -8.8% | +29.8% | +27.4% |
| YTD | +15.2% | -26.9% | +42.1% | +45.3% |
| 1Y | +18.8% | -35.4% | +54.2% | +66.1% |
| 3Y | +649.9% | +43.0% | +606.9% | +439.4% |
| All | +2,490.2% | +51.0% | +2,439.2% | +1,576.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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