+2,490.2%
NVDL vs HBM
+389.8%
+2,100.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | -10.3% | -3.3% | -7.0% | -9.0% |
| 30D | -7.1% | -4.8% | -2.3% | -5.2% |
| 3M | +6.6% | -0.4% | +7.0% | +5.3% |
| 6M | +21.1% | +17.9% | +3.2% | +9.0% |
| YTD | +15.2% | +33.7% | -18.5% | -7.1% |
| 1Y | +18.8% | +95.6% | -76.8% | -23.2% |
| 3Y | +649.9% | +458.1% | +191.8% | +201.0% |
| All | +2,490.2% | +389.8% | +2,100.4% | +906.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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