+2,494.8%
NVDL vs ED
+22.0%
+2,472.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -5.7% |
| 7D | -8.7% | -1.9% | -6.8% | -11.1% |
| 30D | -1.3% | +0.1% | -1.4% | -0.7% |
| 3M | +11.4% | 0.0% | +11.4% | +12.7% |
| 6M | +22.9% | -2.5% | +25.4% | +22.0% |
| YTD | +15.4% | +10.1% | +5.3% | +37.9% |
| 1Y | +18.8% | +13.6% | +5.2% | +51.4% |
| 3Y | +641.4% | +32.4% | +608.9% | +1,120.9% |
| All | +2,494.8% | +22.0% | +2,472.8% | +4,496.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling