+649.9%
NVDL vs CHD
+0.7%
+649.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | 0.0% |
| 7D | -10.3% | -4.5% | -5.9% | -14.0% |
| 30D | -7.1% | -6.7% | -0.4% | -12.5% |
| 3M | +6.6% | -2.7% | +9.3% | +5.1% |
| 6M | +21.1% | -4.9% | +26.0% | +16.4% |
| YTD | +15.2% | +13.3% | +1.9% | +33.9% |
| 1Y | +18.8% | +1.0% | +17.8% | +25.7% |
| 3Y | +649.9% | +1.3% | +648.6% | +683.4% |
| All | +649.9% | +0.7% | +649.2% | +683.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling