+2,788.3%
NVDL vs COMP
+286.8%
+2,501.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | +11.7% | +1.4% | +10.3% | +11.4% |
| 30D | +7.8% | -13.3% | +21.2% | +10.9% |
| 3M | +3.3% | +41.1% | -37.8% | -4.8% |
| 6M | +38.9% | +17.2% | +21.7% | +31.6% |
| YTD | +28.5% | +5.2% | +23.3% | +23.4% |
| 1Y | +40.6% | +18.9% | +21.7% | +30.4% |
| 3Y | +648.7% | +215.9% | +432.8% | +464.6% |
| All | +2,788.3% | +286.8% | +2,501.5% | +1,674.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling