+1,463.3%
NVDL vs GD
+57.5%
+1,405.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +5.8% |
| 7D | -26.2% | +0.6% | -26.8% | -26.3% |
| 30D | -43.2% | +9.5% | -52.7% | -44.5% |
| 3M | -40.5% | -5.8% | -34.7% | -39.5% |
| 6M | -45.4% | +7.7% | -53.2% | -47.0% |
| YTD | -30.5% | +11.1% | -41.5% | -33.8% |
| 1Y | -37.1% | +6.1% | -43.2% | -38.7% |
| 3Y | +318.7% | +59.8% | +258.9% | +263.0% |
| All | +1,463.3% | +57.5% | +1,405.8% | +1,368.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling