+2,490.2%
NVDL vs DBX
+49.5%
+2,440.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.6% | -1.0% |
| 7D | -10.3% | +2.1% | -12.4% | -11.4% |
| 30D | -7.1% | +5.7% | -12.9% | -10.0% |
| 3M | +6.6% | +31.8% | -25.2% | -10.2% |
| 6M | +21.1% | +37.5% | -16.4% | -3.2% |
| YTD | +15.2% | +27.9% | -12.7% | -3.6% |
| 1Y | +18.8% | +15.0% | +3.7% | +5.8% |
| 3Y | +649.9% | +27.2% | +622.7% | +473.6% |
| All | +2,490.2% | +49.5% | +2,440.6% | +1,539.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 5y: compounded portfolio wealth divided by compounded DBX 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…
5y analysis · Full analysis span regression · 6 months rolling