+2,672.5%
NVDL vs HDB
-33.0%
+2,705.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -2.9% |
| 7D | +7.3% | -2.0% | +9.3% | +8.2% |
| 30D | -0.7% | -4.9% | +4.2% | +0.9% |
| 3M | +9.5% | -2.3% | +11.8% | +8.3% |
| 6M | +41.6% | -23.7% | +65.3% | +55.3% |
| YTD | +23.3% | -38.5% | +61.8% | +46.3% |
| 1Y | +40.3% | -36.5% | +76.7% | +63.6% |
| 3Y | +692.2% | -28.5% | +720.6% | +752.1% |
| All | +2,672.5% | -33.0% | +2,705.6% | +2,909.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling