-20.1%
NVDL vs FND
-10.3%
-9.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +10.9% | -17.0% | -8.1% |
| 7D | -14.0% | +12.3% | -26.4% | -16.1% |
| 30D | -31.2% | +14.7% | -45.9% | -33.2% |
| 3M | -15.5% | -12.0% | -3.5% | -12.3% |
| 6M | -10.3% | +10.8% | -21.0% | -13.2% |
| YTD | -5.8% | -12.3% | +6.5% | -4.6% |
| 1Y | -20.1% | -13.4% | -6.7% | -19.6% |
| All | -20.1% | -10.3% | -9.8% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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