+2,622.7%
NVDL vs FTI
+583.7%
+2,039.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.3% | -1.5% |
| 7D | -0.8% | -2.3% | +1.5% | +0.6% |
| 30D | +3.4% | +5.0% | -1.6% | +0.7% |
| 3M | +8.1% | +13.8% | -5.7% | -0.8% |
| 6M | +31.9% | +22.9% | +9.0% | +14.5% |
| YTD | +21.1% | +75.0% | -53.9% | -15.3% |
| 1Y | +34.0% | +96.9% | -62.8% | -13.9% |
| 3Y | +677.9% | +276.7% | +401.2% | +287.1% |
| All | +2,622.7% | +583.7% | +2,039.1% | +956.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 all: compounded portfolio wealth divided by compounded FTI 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…
all analysis · Full analysis span regression · 6 months rolling