+1,463.3%
NVDL vs CSGP
-64.0%
+1,527.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +5.8% |
| 7D | -26.2% | -7.1% | -19.1% | -25.3% |
| 30D | -43.2% | +3.6% | -46.9% | -44.2% |
| 3M | -40.5% | -2.7% | -37.8% | -41.2% |
| 6M | -45.4% | -8.0% | -37.4% | -45.6% |
| YTD | -30.5% | -55.0% | +24.5% | -8.5% |
| 1Y | -37.1% | -55.8% | +18.7% | -17.0% |
| 3Y | +318.7% | -62.0% | +380.7% | +467.4% |
| All | +1,463.3% | -64.0% | +1,527.3% | +2,159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling