+2,490.2%
NVDL vs COO
-33.5%
+2,523.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -10.3% | -22.5% | +12.2% | -4.4% |
| 30D | -7.1% | -29.7% | +22.6% | +1.3% |
| 3M | +6.6% | -20.1% | +26.7% | +11.4% |
| 6M | +21.1% | -26.9% | +48.0% | +30.7% |
| YTD | +15.2% | -34.2% | +49.4% | +29.2% |
| 1Y | +18.8% | -21.3% | +40.0% | +23.4% |
| 3Y | +649.9% | -38.7% | +688.6% | +692.8% |
| All | +2,490.2% | -33.5% | +2,523.7% | +2,468.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling