+2,490.2%
NVDL vs EIX
-1.9%
+2,492.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.2% |
| 7D | -10.3% | -1.4% | -9.0% | -10.4% |
| 30D | -7.1% | -19.3% | +12.2% | -7.5% |
| 3M | +6.6% | -21.7% | +28.2% | +6.1% |
| 6M | +21.1% | -19.8% | +40.9% | +20.5% |
| YTD | +15.2% | -3.0% | +18.3% | +14.0% |
| 1Y | +18.8% | +5.1% | +13.7% | +16.8% |
| 3Y | +649.9% | -7.0% | +656.9% | +600.4% |
| All | +2,490.2% | -1.9% | +2,492.1% | +2,257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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