+40.6%
NVDL vs CSGP
-64.9%
+105.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.1% | +1.2% |
| 7D | +11.7% | -4.1% | +15.7% | +10.8% |
| 30D | +7.8% | +2.3% | +5.5% | +8.5% |
| 3M | +3.3% | -8.2% | +11.5% | +4.7% |
| 6M | +38.9% | -35.1% | +74.0% | +40.6% |
| YTD | +28.5% | -54.0% | +82.5% | +26.1% |
| 1Y | +40.6% | -65.3% | +105.9% | +40.4% |
| All | +40.6% | -64.9% | +105.5% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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