+2,622.7%
NVDL vs DOW
-30.8%
+2,653.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -0.8% | -6.0% | +5.2% | +0.8% |
| 30D | +3.4% | -2.7% | +6.1% | +4.0% |
| 3M | +8.1% | -10.5% | +18.6% | +10.9% |
| 6M | +31.9% | -12.4% | +44.3% | +31.9% |
| YTD | +21.1% | +30.0% | -8.9% | +0.3% |
| 1Y | +34.0% | +27.8% | +6.2% | +10.1% |
| 3Y | +677.9% | -34.9% | +712.9% | +751.9% |
| All | +2,622.7% | -30.8% | +2,653.5% | +2,588.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling