+692.2%
NVDL vs D
+65.5%
+626.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -3.7% |
| 7D | +7.3% | +0.8% | +6.5% | +7.8% |
| 30D | -0.7% | -0.7% | +0.1% | -1.2% |
| 3M | +9.5% | +2.1% | +7.4% | +10.9% |
| 6M | +41.6% | +6.8% | +34.8% | +47.9% |
| YTD | +23.3% | +16.5% | +6.8% | +36.0% |
| 1Y | +40.3% | +19.2% | +21.1% | +57.6% |
| 3Y | +692.2% | +61.9% | +630.3% | +893.8% |
| All | +692.2% | +65.5% | +626.7% | +893.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling