+40.6%
NVDL vs COO
+4.1%
+36.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +1.4% |
| 7D | +11.7% | -2.2% | +13.9% | +11.2% |
| 30D | +7.8% | -7.0% | +14.9% | +6.6% |
| 3M | +3.3% | +12.2% | -8.9% | +2.7% |
| 6M | +38.9% | -15.1% | +54.0% | +46.2% |
| YTD | +28.5% | -15.1% | +43.6% | +34.9% |
| 1Y | +40.6% | +2.3% | +38.3% | +41.5% |
| All | +40.6% | +4.1% | +36.5% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling