+2,490.2%
NVDL vs EMB
+28.2%
+2,462.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | +0.1% |
| 7D | -10.3% | -1.2% | -9.1% | -6.7% |
| 30D | -7.1% | -1.3% | -5.9% | -3.2% |
| 3M | +6.6% | -1.8% | +8.4% | +13.6% |
| 6M | +21.1% | +0.2% | +20.9% | +23.1% |
| YTD | +15.2% | +0.4% | +14.8% | +16.9% |
| 1Y | +18.8% | +2.8% | +16.0% | +12.3% |
| 3Y | +649.9% | +29.1% | +620.8% | +323.7% |
| All | +2,490.2% | +28.2% | +2,462.0% | +1,347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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