+40.3%
NVDL vs CSGP
-66.0%
+106.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -4.4% |
| 7D | +7.3% | -5.1% | +12.4% | +6.2% |
| 30D | -0.7% | +0.3% | -1.0% | -0.4% |
| 3M | +9.5% | -9.1% | +18.6% | +10.6% |
| 6M | +41.6% | -37.3% | +78.9% | +43.1% |
| YTD | +23.3% | -54.9% | +78.2% | +21.3% |
| 1Y | +40.3% | -65.5% | +105.8% | +44.2% |
| All | +40.3% | -66.0% | +106.3% | +44.2% |
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