+2,490.2%
NVDL vs EMR
+66.6%
+2,423.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -2.9% |
| 7D | -10.3% | -0.4% | -9.9% | -9.9% |
| 30D | -7.1% | -6.8% | -0.3% | -0.1% |
| 3M | +6.6% | +7.5% | -0.9% | -2.1% |
| 6M | +21.1% | +9.9% | +11.2% | +7.7% |
| YTD | +15.2% | +16.0% | -0.8% | -7.1% |
| 1Y | +18.8% | +12.4% | +6.3% | -0.8% |
| 3Y | +649.9% | +60.2% | +589.7% | +359.8% |
| All | +2,490.2% | +66.6% | +2,423.5% | +1,377.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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