+2,494.8%
NVDL vs EXEL
+251.9%
+2,242.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.6% |
| 7D | -8.7% | -2.9% | -5.8% | -8.5% |
| 30D | -1.3% | +11.9% | -13.2% | -2.1% |
| 3M | +11.4% | +9.2% | +2.1% | +10.5% |
| 6M | +22.9% | +39.1% | -16.2% | +19.9% |
| YTD | +15.4% | +31.0% | -15.6% | +12.9% |
| 1Y | +18.8% | +52.3% | -33.6% | +15.6% |
| 3Y | +641.4% | +159.7% | +481.6% | +749.9% |
| All | +2,494.8% | +251.9% | +2,242.9% | +2,539.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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