+2,494.8%
NVDL vs D
+28.3%
+2,466.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.7% |
| 7D | -8.7% | -1.6% | -7.1% | -9.5% |
| 30D | -1.3% | -3.5% | +2.2% | -3.3% |
| 3M | +11.4% | -1.6% | +12.9% | +10.5% |
| 6M | +22.9% | +5.8% | +17.1% | +27.6% |
| YTD | +15.4% | +14.5% | +0.9% | +25.8% |
| 1Y | +18.8% | +14.2% | +4.6% | +30.3% |
| 3Y | +641.4% | +59.0% | +582.4% | +868.7% |
| All | +2,494.8% | +28.3% | +2,466.4% | +3,092.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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