+2,494.8%
NVDL vs CNP
+37.4%
+2,457.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.6% | -3.1% | -5.5% |
| 7D | -8.7% | -2.2% | -6.5% | -9.7% |
| 30D | -1.3% | -2.1% | +0.7% | -2.3% |
| 3M | +11.4% | -7.9% | +19.3% | +7.2% |
| 6M | +22.9% | -8.3% | +31.2% | +18.9% |
| YTD | +15.4% | +3.8% | +11.6% | +18.0% |
| 1Y | +18.8% | +5.9% | +12.9% | +22.8% |
| 3Y | +641.4% | +49.3% | +592.1% | +813.0% |
| All | +2,494.8% | +37.4% | +2,457.4% | +3,315.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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