+649.9%
NVDL vs JD
-7.9%
+657.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -10.3% | -4.2% | -6.1% | -8.8% |
| 30D | -7.1% | -14.4% | +7.3% | -1.6% |
| 3M | +6.6% | -3.6% | +10.1% | +7.1% |
| 6M | +21.1% | -0.3% | +21.4% | +20.6% |
| YTD | +15.2% | -2.4% | +17.6% | +15.6% |
| 1Y | +18.8% | -18.5% | +37.3% | +26.9% |
| 3Y | +649.9% | -7.0% | +656.9% | +693.7% |
| All | +649.9% | -7.9% | +657.8% | +693.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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