+2,490.2%
NVDL vs GRMN
+209.1%
+2,281.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.2% | -4.4% | -2.7% |
| 7D | -10.3% | +2.4% | -12.8% | -11.7% |
| 30D | -7.1% | -8.5% | +1.3% | -2.0% |
| 3M | +6.6% | +19.5% | -12.9% | -6.9% |
| 6M | +21.1% | +21.2% | -0.1% | +5.7% |
| YTD | +15.2% | +41.0% | -25.8% | -9.7% |
| 1Y | +18.8% | +19.6% | -0.8% | +2.8% |
| 3Y | +649.9% | +183.8% | +466.1% | +221.7% |
| All | +2,490.2% | +209.1% | +2,281.1% | +831.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling