+18.8%
NVDL vs EXPE
+30.8%
-12.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.2% |
| 7D | -10.3% | -5.8% | -4.5% | -10.1% |
| 30D | -7.1% | -13.6% | +6.5% | -6.8% |
| 3M | +6.6% | +25.2% | -18.6% | +2.4% |
| 6M | +21.1% | +22.3% | -1.3% | +16.3% |
| YTD | +15.2% | -0.3% | +15.5% | +15.6% |
| 1Y | +18.8% | +27.8% | -9.0% | +19.8% |
| All | +18.8% | +30.8% | -12.0% | +19.8% |
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