-41.1%
NVDL vs KEY
+25.9%
-67.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -24.8% | +2.9% | -27.7% | -25.7% |
| 30D | -48.0% | +8.4% | -56.5% | -49.4% |
| 3M | -51.5% | -5.8% | -45.8% | -50.2% |
| 6M | -54.9% | +5.4% | -60.4% | -55.8% |
| YTD | -39.2% | +7.1% | -46.3% | -41.2% |
| 1Y | -41.1% | +26.8% | -67.9% | -45.4% |
| All | -41.1% | +25.9% | -67.1% | -45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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