+2,494.8%
NVDL vs HIG
+93.4%
+2,401.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | -8.7% | -2.3% | -6.4% | -8.8% |
| 30D | -1.3% | -1.2% | -0.1% | -1.3% |
| 3M | +11.4% | +6.3% | +5.1% | +11.2% |
| 6M | +22.9% | +0.6% | +22.3% | +23.1% |
| YTD | +15.4% | +0.6% | +14.8% | +15.5% |
| 1Y | +18.8% | +6.1% | +12.6% | +18.2% |
| 3Y | +641.4% | +102.0% | +539.4% | +591.7% |
| All | +2,494.8% | +93.4% | +2,401.4% | +2,223.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling