-40.5%
NVDL vs FGI
+41.8%
-82.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.1% | -10.8% | -10.9% |
| 7D | -34.5% | -4.1% | -30.4% | -34.5% |
| 30D | -47.7% | -3.4% | -44.3% | -47.7% |
| 3M | -43.9% | +61.8% | -105.7% | -44.6% |
| 6M | -46.4% | +17.0% | -63.4% | -47.3% |
| YTD | -34.3% | +31.4% | -65.7% | -36.9% |
| All | -40.5% | +41.8% | -82.4% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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