+649.9%
NVDL vs HIG
+101.1%
+548.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -10.3% | -1.5% | -8.9% | -10.5% |
| 30D | -7.1% | -0.4% | -6.8% | -7.1% |
| 3M | +6.6% | +6.7% | -0.1% | +6.7% |
| 6M | +21.1% | +2.0% | +19.1% | +21.3% |
| YTD | +15.2% | +0.3% | +14.9% | +15.5% |
| 1Y | +18.8% | +4.2% | +14.6% | +18.9% |
| 3Y | +649.9% | +102.2% | +547.7% | +604.9% |
| All | +649.9% | +101.1% | +548.8% | +604.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling