-37.2%
NVDL vs CSGP
-53.7%
+16.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.3% | -11.0% | -8.1% |
| 7D | -23.4% | -1.8% | -21.5% | -23.6% |
| 30D | -41.3% | +5.3% | -46.6% | -39.8% |
| 3M | -40.6% | +3.3% | -43.9% | -39.0% |
| 6M | -39.8% | -4.7% | -35.1% | -37.6% |
| YTD | -26.2% | -53.5% | +27.3% | -26.9% |
| All | -37.2% | -53.7% | +16.6% | -36.9% |
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