+2,490.2%
NVDL vs DHI
+56.6%
+2,433.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | -10.3% | -3.4% | -6.9% | -9.7% |
| 30D | -7.1% | -5.4% | -1.7% | -6.3% |
| 3M | +6.6% | -10.4% | +17.0% | +8.4% |
| 6M | +21.1% | -2.8% | +23.8% | +20.9% |
| YTD | +15.2% | -3.4% | +18.6% | +14.4% |
| 1Y | +18.8% | -22.9% | +41.7% | +24.0% |
| 3Y | +649.9% | +20.7% | +629.2% | +489.9% |
| All | +2,490.2% | +56.6% | +2,433.5% | +1,459.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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