+2,490.2%
NVDL vs ED
+21.6%
+2,468.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.5% |
| 7D | -10.3% | -0.8% | -9.5% | -11.3% |
| 30D | -7.1% | -0.4% | -6.7% | -7.2% |
| 3M | +6.6% | +0.5% | +6.1% | +8.5% |
| 6M | +21.1% | -3.1% | +24.2% | +19.1% |
| YTD | +15.2% | +9.8% | +5.4% | +37.2% |
| 1Y | +18.8% | +12.6% | +6.2% | +49.6% |
| 3Y | +649.9% | +31.4% | +618.5% | +1,128.6% |
| All | +2,490.2% | +21.6% | +2,468.5% | +4,471.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling