+649.9%
NVDL vs DOW
-36.3%
+686.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.3% |
| 7D | -10.3% | -1.4% | -8.9% | -10.0% |
| 30D | -7.1% | -3.9% | -3.2% | -6.3% |
| 3M | +6.6% | -12.7% | +19.3% | +10.0% |
| 6M | +21.1% | -13.7% | +34.7% | +21.3% |
| YTD | +15.2% | +28.4% | -13.2% | -3.9% |
| 1Y | +18.8% | +21.8% | -3.0% | +0.6% |
| 3Y | +649.9% | -35.7% | +685.6% | +697.1% |
| All | +649.9% | -36.3% | +686.2% | +697.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling