+40.6%
NVDL vs EXPE
+40.7%
-0.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.7% |
| 7D | +11.7% | -9.5% | +21.2% | +11.9% |
| 30D | +7.8% | -6.6% | +14.5% | +7.8% |
| 3M | +3.3% | +31.4% | -28.1% | -0.7% |
| 6M | +38.9% | +35.2% | +3.7% | +32.2% |
| YTD | +28.5% | +5.8% | +22.7% | +28.6% |
| 1Y | +40.6% | +38.7% | +1.9% | +42.9% |
| All | +40.6% | +40.7% | -0.1% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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