+651.2%
NVDL vs EIX
-5.9%
+657.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.8% |
| 7D | -8.7% | +0.8% | -9.5% | -8.6% |
| 30D | -1.3% | -18.8% | +17.5% | -1.7% |
| 3M | +11.4% | -19.7% | +31.0% | +10.8% |
| 6M | +22.9% | -18.2% | +41.1% | +22.3% |
| YTD | +15.4% | -1.7% | +17.2% | +14.0% |
| 1Y | +18.8% | +7.8% | +11.0% | +16.2% |
| All | +651.2% | -5.9% | +657.1% | +573.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling