+19.0%
NVDL vs EXC
+4.0%
+15.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -5.2% |
| 7D | -8.7% | -1.6% | -7.1% | -9.7% |
| 30D | -1.3% | -2.4% | +1.1% | -2.8% |
| 3M | +11.4% | -4.0% | +15.3% | +8.9% |
| 6M | +22.9% | -9.8% | +32.7% | +16.8% |
| YTD | +15.4% | +2.3% | +13.1% | +20.6% |
| All | +19.0% | +4.0% | +15.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling