+2,490.2%
NVDL vs EOG
+33.5%
+2,456.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | +1.5% | -11.8% | -10.5% |
| 30D | -7.1% | +2.9% | -10.1% | -7.5% |
| 3M | +6.6% | +8.7% | -2.2% | +4.8% |
| 6M | +21.1% | +12.9% | +8.2% | +16.2% |
| YTD | +15.2% | +43.8% | -28.6% | +1.6% |
| 1Y | +18.8% | +27.1% | -8.3% | +9.3% |
| 3Y | +649.9% | +25.9% | +624.0% | +592.9% |
| All | +2,490.2% | +33.5% | +2,456.6% | +2,275.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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