+2,494.8%
NVDL vs FE
+25.9%
+2,468.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | -8.7% | -1.7% | -7.0% | -9.4% |
| 30D | -1.3% | -1.3% | -0.1% | -1.9% |
| 3M | +11.4% | +0.6% | +10.8% | +11.9% |
| 6M | +22.9% | -6.8% | +29.7% | +19.2% |
| YTD | +15.4% | +6.4% | +9.0% | +20.4% |
| 1Y | +18.8% | +11.3% | +7.5% | +27.1% |
| 3Y | +641.4% | +47.1% | +594.3% | +850.2% |
| All | +2,494.8% | +25.9% | +2,468.8% | +3,385.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling