+2,494.8%
NVDL vs FDX
+126.4%
+2,368.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.8% | -5.5% | -5.2% |
| 7D | -8.7% | -3.9% | -4.8% | -6.7% |
| 30D | -1.3% | -3.3% | +2.0% | +0.1% |
| 3M | +11.4% | -2.0% | +13.3% | +12.1% |
| 6M | +22.9% | +8.0% | +14.8% | +16.3% |
| YTD | +15.4% | +35.0% | -19.6% | -4.9% |
| 1Y | +18.8% | +73.7% | -54.9% | -17.1% |
| 3Y | +641.4% | +61.6% | +579.8% | +395.4% |
| All | +2,494.8% | +126.4% | +2,368.3% | +1,102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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