+2,788.3%
NVDL vs D
+29.9%
+2,758.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.4% |
| 7D | +11.7% | +1.5% | +10.2% | +12.6% |
| 30D | +7.8% | -2.6% | +10.4% | +6.2% |
| 3M | +3.3% | 0.0% | +3.3% | +3.5% |
| 6M | +38.9% | +7.4% | +31.5% | +45.4% |
| YTD | +28.5% | +15.9% | +12.6% | +41.0% |
| 1Y | +40.6% | +18.1% | +22.5% | +56.9% |
| 3Y | +648.7% | +58.4% | +590.3% | +877.0% |
| All | +2,788.3% | +29.9% | +2,758.4% | +3,476.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling