+2,494.8%
NVDL vs EW
+12.8%
+2,481.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.7% | -5.4% | -5.1% |
| 7D | -8.7% | -3.4% | -5.3% | -7.0% |
| 30D | -1.3% | -7.4% | +6.0% | +2.6% |
| 3M | +11.4% | +0.9% | +10.4% | +9.7% |
| 6M | +22.9% | +1.2% | +21.7% | +20.9% |
| YTD | +15.4% | +1.8% | +13.6% | +12.9% |
| 1Y | +18.8% | +10.8% | +7.9% | +10.7% |
| 3Y | +641.4% | +17.1% | +624.2% | +530.3% |
| All | +2,494.8% | +12.8% | +2,481.9% | +1,855.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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