+22.9%
NVDL vs FND
-20.7%
+43.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.2% |
| 7D | -8.7% | -5.1% | -3.6% | -7.0% |
| 30D | -1.3% | -22.5% | +21.2% | +7.1% |
| 3M | +11.4% | -5.0% | +16.4% | +11.5% |
| 6M | +22.9% | -21.5% | +44.4% | +38.2% |
| All | +22.9% | -20.7% | +43.5% | +38.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling