+40.6%
NVDL vs IYR
+8.4%
+32.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.4% |
| 7D | +11.7% | -1.2% | +12.9% | +11.1% |
| 30D | +7.8% | -2.9% | +10.7% | +6.6% |
| 3M | +3.3% | +0.8% | +2.5% | +3.0% |
| 6M | +38.9% | +1.9% | +37.0% | +32.5% |
| YTD | +28.5% | +9.6% | +18.8% | +31.5% |
| 1Y | +40.6% | +8.1% | +32.5% | +39.9% |
| All | +40.6% | +8.4% | +32.2% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 1y: compounded portfolio wealth divided by compounded IYR 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…
1y analysis · Full analysis span regression · 6 months rolling