+2,494.8%
NVDL vs HDB
-35.0%
+2,529.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.1% | -3.6% | -4.3% |
| 7D | -8.7% | -6.2% | -2.5% | -6.5% |
| 30D | -1.3% | -6.2% | +4.9% | +0.8% |
| 3M | +11.4% | -5.9% | +17.2% | +11.8% |
| 6M | +22.9% | -25.9% | +48.8% | +36.2% |
| YTD | +15.4% | -40.2% | +55.6% | +38.4% |
| 1Y | +18.8% | -38.0% | +56.7% | +39.8% |
| 3Y | +641.4% | -30.5% | +671.9% | +706.1% |
| All | +2,494.8% | -35.0% | +2,529.7% | +2,747.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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