+649.9%
NVDL vs EWZ
+46.3%
+603.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.7% |
| 7D | -10.3% | +0.9% | -11.2% | -11.2% |
| 30D | -7.1% | +12.8% | -19.9% | -17.0% |
| 3M | +6.6% | +10.8% | -4.2% | -3.1% |
| 6M | +21.1% | +2.5% | +18.6% | +18.1% |
| YTD | +15.2% | +21.4% | -6.1% | -3.2% |
| 1Y | +18.8% | +32.8% | -14.0% | -8.8% |
| 3Y | +649.9% | +45.2% | +604.7% | +396.4% |
| All | +649.9% | +46.3% | +603.6% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 3y: compounded portfolio wealth divided by compounded EWZ 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…
3y analysis · Full analysis span regression · 6 months rolling