-20.1%
NVDL vs CSGP
-53.2%
+33.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.0% | -10.1% | -5.0% |
| 7D | -14.0% | +18.3% | -32.3% | -10.0% |
| 30D | -31.2% | +17.8% | -49.0% | -27.5% |
| 3M | -15.5% | +9.3% | -24.8% | -12.3% |
| 6M | -10.3% | -7.9% | -2.4% | -6.1% |
| YTD | -5.8% | -51.5% | +45.8% | -2.5% |
| 1Y | -20.1% | -53.3% | +33.2% | -18.0% |
| All | -20.1% | -53.2% | +33.1% | -18.0% |
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