+2,494.8%
NVDL vs HRB
+20.1%
+2,474.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.7% |
| 7D | -8.7% | -12.2% | +3.5% | -8.6% |
| 30D | -1.3% | -3.0% | +1.6% | -1.3% |
| 3M | +11.4% | +21.7% | -10.4% | +11.4% |
| 6M | +22.9% | +52.3% | -29.4% | +21.2% |
| YTD | +15.4% | +6.5% | +8.9% | +18.8% |
| 1Y | +18.8% | -6.7% | +25.4% | +23.8% |
| 3Y | +641.4% | +25.1% | +616.3% | +555.2% |
| All | +2,494.8% | +20.1% | +2,474.7% | +2,394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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