+2,494.8%
NVDL vs EXPE
+180.8%
+2,314.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.6% | -6.3% | -5.4% |
| 7D | -8.7% | -8.7% | 0.0% | -5.0% |
| 30D | -1.3% | -13.6% | +12.3% | +4.3% |
| 3M | +11.4% | +26.6% | -15.3% | -4.6% |
| 6M | +22.9% | +19.9% | +2.9% | +7.0% |
| YTD | +15.4% | -1.7% | +17.1% | +9.6% |
| 1Y | +18.8% | +29.4% | -10.7% | -7.2% |
| 3Y | +641.4% | +155.7% | +485.7% | +276.8% |
| All | +2,494.8% | +180.8% | +2,314.0% | +1,015.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling