+2,490.2%
NVDL vs COR
+98.1%
+2,392.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.1% |
| 7D | -10.3% | -2.8% | -7.5% | -11.4% |
| 30D | -7.1% | +2.6% | -9.7% | -6.0% |
| 3M | +6.6% | +14.5% | -7.9% | +13.0% |
| 6M | +21.1% | -7.8% | +28.9% | +21.0% |
| YTD | +15.2% | -4.2% | +19.4% | +17.6% |
| 1Y | +18.8% | +7.0% | +11.8% | +28.4% |
| 3Y | +649.9% | +85.5% | +564.4% | +1,052.7% |
| All | +2,490.2% | +98.1% | +2,392.1% | +4,038.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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