+692.2%
NVDL vs COMP
+221.9%
+470.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -3.3% |
| 7D | +7.3% | +4.1% | +3.2% | +6.5% |
| 30D | -0.7% | -14.5% | +13.9% | +2.5% |
| 3M | +9.5% | +41.8% | -32.4% | +0.5% |
| 6M | +41.6% | +23.6% | +18.1% | +32.4% |
| YTD | +23.3% | +1.7% | +21.6% | +18.8% |
| 1Y | +40.3% | +12.6% | +27.7% | +31.4% |
| 3Y | +692.2% | +221.9% | +470.3% | +541.8% |
| All | +692.2% | +221.9% | +470.3% | +541.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COMP 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling