+2,490.2%
NVDL vs CI
-11.3%
+2,501.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | -0.1% | -10.2% | -10.3% |
| 30D | -7.1% | +1.8% | -8.9% | -6.7% |
| 3M | +6.6% | -4.2% | +10.8% | +6.2% |
| 6M | +21.1% | +8.8% | +12.2% | +23.1% |
| YTD | +15.2% | +3.7% | +11.5% | +16.3% |
| 1Y | +18.8% | -6.1% | +24.9% | +18.3% |
| 3Y | +649.9% | +4.5% | +645.4% | +661.1% |
| All | +2,490.2% | -11.3% | +2,501.5% | +2,567.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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