+2,672.5%
NVDL vs GEN
+37.7%
+2,634.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -2.5% |
| 7D | +7.3% | -0.7% | +8.0% | +7.8% |
| 30D | -0.7% | +2.6% | -3.3% | -2.2% |
| 3M | +9.5% | +15.8% | -6.3% | -0.2% |
| 6M | +41.6% | +33.1% | +8.5% | +18.2% |
| YTD | +23.3% | +11.3% | +12.0% | +14.6% |
| 1Y | +40.3% | +1.7% | +38.6% | +37.2% |
| 3Y | +692.2% | +58.1% | +634.0% | +503.7% |
| All | +2,672.5% | +37.7% | +2,634.8% | +2,496.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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