+2,494.8%
NVDL vs EQT
+52.4%
+2,442.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.6% | -5.3% | -5.0% |
| 7D | -8.7% | -1.2% | -7.5% | -8.2% |
| 30D | -1.3% | +1.1% | -2.4% | -1.9% |
| 3M | +11.4% | +4.8% | +6.6% | +8.0% |
| 6M | +22.9% | -10.6% | +33.5% | +27.9% |
| YTD | +15.4% | +3.4% | +12.0% | +10.9% |
| 1Y | +18.8% | +8.7% | +10.1% | +9.4% |
| 3Y | +641.4% | +35.0% | +606.4% | +546.9% |
| All | +2,494.8% | +52.4% | +2,442.3% | +2,073.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling