+2,788.3%
NVDL vs CSGP
-63.3%
+2,851.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.1% | +2.2% |
| 7D | +11.7% | -4.1% | +15.7% | +12.7% |
| 30D | +7.8% | +2.3% | +5.5% | +6.4% |
| 3M | +3.3% | -8.2% | +11.5% | +4.7% |
| 6M | +38.9% | -35.1% | +74.0% | +60.3% |
| YTD | +28.5% | -54.0% | +82.5% | +70.2% |
| 1Y | +40.6% | -65.3% | +105.9% | +114.2% |
| 3Y | +648.7% | -62.6% | +711.3% | +945.4% |
| All | +2,788.3% | -63.3% | +2,851.5% | +4,101.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling