+40.6%
NVDL vs FTV
+21.7%
+18.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.7% |
| 7D | +11.7% | -4.5% | +16.2% | +12.1% |
| 30D | +7.8% | -7.1% | +14.9% | +8.4% |
| 3M | +3.3% | -7.2% | +10.5% | +4.3% |
| 6M | +38.9% | -1.5% | +40.4% | +39.3% |
| YTD | +28.5% | +3.5% | +25.0% | +31.4% |
| 1Y | +40.6% | +20.3% | +20.3% | +39.9% |
| All | +40.6% | +21.7% | +18.9% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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