+2,490.2%
NVDL vs DOW
-31.7%
+2,521.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.4% |
| 7D | -10.3% | -1.4% | -8.9% | -10.0% |
| 30D | -7.1% | -3.9% | -3.2% | -6.2% |
| 3M | +6.6% | -12.7% | +19.3% | +10.2% |
| 6M | +21.1% | -13.7% | +34.7% | +21.6% |
| YTD | +15.2% | +28.4% | -13.2% | -4.2% |
| 1Y | +18.8% | +21.8% | -3.0% | +0.1% |
| 3Y | +649.9% | -35.7% | +685.6% | +723.6% |
| All | +2,490.2% | -31.7% | +2,521.8% | +2,466.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling