+40.6%
NVDL vs DOW
+30.0%
+10.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.7% | +1.2% |
| 7D | +11.7% | -2.4% | +14.1% | +11.3% |
| 30D | +7.8% | +0.4% | +7.5% | +8.1% |
| 3M | +3.3% | -14.4% | +17.7% | +1.8% |
| 6M | +38.9% | -7.0% | +45.9% | +35.1% |
| YTD | +28.5% | +30.2% | -1.7% | +26.3% |
| 1Y | +40.6% | +29.2% | +11.4% | +35.0% |
| All | +40.6% | +30.0% | +10.6% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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