+2,494.8%
NVDL vs EMB
+28.3%
+2,466.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -2.1% |
| 7D | -8.7% | -1.1% | -7.6% | -5.3% |
| 30D | -1.3% | -1.1% | -0.2% | +2.3% |
| 3M | +11.4% | -0.8% | +12.1% | +14.9% |
| 6M | +22.9% | -0.1% | +22.9% | +25.8% |
| YTD | +15.4% | +0.4% | +15.0% | +16.8% |
| 1Y | +18.8% | +3.3% | +15.5% | +10.8% |
| 3Y | +641.4% | +29.0% | +612.3% | +319.3% |
| All | +2,494.8% | +28.3% | +2,466.5% | +1,346.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling