-37.1%
NVDL vs CSGP
-55.2%
+18.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.2% | +6.0% | +5.8% |
| 7D | -26.2% | -7.1% | -19.1% | -27.6% |
| 30D | -43.2% | +3.6% | -46.9% | -42.1% |
| 3M | -40.5% | -2.7% | -37.8% | -39.8% |
| 6M | -45.4% | -8.0% | -37.4% | -43.9% |
| YTD | -30.5% | -55.0% | +24.5% | -30.6% |
| 1Y | -37.1% | -55.8% | +18.7% | -37.5% |
| All | -37.1% | -55.2% | +18.1% | -37.5% |
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