+18.8%
NVDL vs D
+13.5%
+5.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -1.0% |
| 7D | -10.3% | -2.2% | -8.1% | -11.8% |
| 30D | -7.1% | -4.5% | -2.7% | -10.4% |
| 3M | +6.6% | -2.5% | +9.1% | +4.9% |
| 6M | +21.1% | +5.5% | +15.5% | +27.7% |
| YTD | +15.2% | +13.3% | +2.0% | +35.9% |
| 1Y | +18.8% | +11.8% | +7.0% | +40.6% |
| All | +18.8% | +13.5% | +5.3% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling