+707.3%
NVDL vs GD
+74.3%
+633.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.2% |
| 7D | +11.7% | -5.3% | +16.9% | +13.5% |
| 30D | +7.8% | -6.4% | +14.3% | +10.0% |
| 3M | +3.3% | +5.7% | -2.4% | +0.5% |
| 6M | +38.9% | -0.9% | +39.8% | +39.4% |
| YTD | +28.5% | +8.2% | +20.3% | +22.1% |
| 1Y | +40.6% | +13.4% | +27.2% | +29.8% |
| All | +707.3% | +74.3% | +633.0% | +599.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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