+2,490.2%
NVDL vs IBN
+31.8%
+2,458.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.0% | -1.3% |
| 7D | -10.3% | -3.0% | -7.3% | -8.7% |
| 30D | -7.1% | -1.5% | -5.6% | -6.3% |
| 3M | +6.6% | +7.9% | -1.3% | +1.0% |
| 6M | +21.1% | +8.6% | +12.4% | +14.2% |
| YTD | +15.2% | -0.6% | +15.8% | +14.5% |
| 1Y | +18.8% | -7.3% | +26.1% | +22.3% |
| 3Y | +649.9% | +26.2% | +623.7% | +514.4% |
| All | +2,490.2% | +31.8% | +2,458.4% | +1,968.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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