+2,490.2%
NVDL vs EQT
+50.0%
+2,440.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | +0.6% |
| 7D | -10.3% | -2.0% | -8.3% | -9.5% |
| 30D | -7.1% | 0.0% | -7.1% | -7.3% |
| 3M | +6.6% | +5.9% | +0.6% | +2.9% |
| 6M | +21.1% | -14.8% | +35.8% | +29.0% |
| YTD | +15.2% | +1.8% | +13.4% | +11.5% |
| 1Y | +18.8% | +7.4% | +11.4% | +10.0% |
| 3Y | +649.9% | +33.6% | +616.3% | +557.8% |
| All | +2,490.2% | +50.0% | +2,440.2% | +2,085.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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