+649.9%
NVDL vs FND
-50.3%
+700.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.6% |
| 7D | -10.3% | -5.8% | -4.6% | -8.2% |
| 30D | -7.1% | -20.2% | +13.1% | +0.9% |
| 3M | +6.6% | -12.0% | +18.5% | +10.6% |
| 6M | +21.1% | -18.5% | +39.6% | +28.6% |
| YTD | +15.2% | -22.3% | +37.5% | +23.1% |
| 1Y | +18.8% | -47.6% | +66.4% | +50.3% |
| 3Y | +649.9% | -49.8% | +699.7% | +824.0% |
| All | +649.9% | -50.3% | +700.2% | +824.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling