+278.0%
NVDL vs FGI
+12.3%
+265.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +6.2% | -15.1% | -8.9% |
| 7D | -17.5% | +13.5% | -31.0% | -17.4% |
| 30D | -49.2% | +17.1% | -66.3% | -49.2% |
| 3M | -49.0% | +78.0% | -127.0% | -48.4% |
| 6M | -50.9% | +46.4% | -97.4% | -50.6% |
| YTD | -36.7% | +47.7% | -84.4% | -35.9% |
| 1Y | -43.0% | +56.8% | -99.8% | -41.7% |
| All | +278.0% | +12.3% | +265.7% | +303.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling