+2,672.5%
NVDL vs EMB
+29.6%
+2,643.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.6% |
| 7D | +7.3% | +0.3% | +7.0% | +6.4% |
| 30D | -0.7% | -0.5% | -0.2% | +1.0% |
| 3M | +9.5% | +0.3% | +9.1% | +9.1% |
| 6M | +41.6% | +1.2% | +40.4% | +39.4% |
| YTD | +23.3% | +1.5% | +21.9% | +20.7% |
| 1Y | +40.3% | +4.8% | +35.5% | +25.0% |
| 3Y | +692.2% | +30.4% | +661.8% | +333.3% |
| All | +2,672.5% | +29.6% | +2,643.0% | +1,394.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling