+2,494.8%
NVDL vs EFX
-17.6%
+2,512.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -8.7% | -11.1% | +2.4% | -4.3% |
| 30D | -1.3% | -7.4% | +6.1% | +1.1% |
| 3M | +11.4% | +1.5% | +9.9% | +7.2% |
| 6M | +22.9% | -13.7% | +36.6% | +27.8% |
| YTD | +15.4% | -21.9% | +37.3% | +25.3% |
| 1Y | +18.8% | -30.8% | +49.5% | +36.7% |
| 3Y | +641.4% | -12.4% | +653.8% | +605.9% |
| All | +2,494.8% | -17.6% | +2,512.3% | +2,379.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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