+2,494.8%
NVDL vs KEY
+47.6%
+2,447.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | -8.7% | -1.8% | -6.9% | -7.9% |
| 30D | -1.3% | -3.3% | +2.0% | +0.2% |
| 3M | +11.4% | -0.2% | +11.5% | +11.4% |
| 6M | +22.9% | +12.1% | +10.8% | +16.6% |
| YTD | +15.4% | +8.4% | +7.0% | +11.0% |
| 1Y | +18.8% | +17.6% | +1.1% | +9.7% |
| 3Y | +641.4% | +123.3% | +518.0% | +466.0% |
| All | +2,494.8% | +47.6% | +2,447.2% | +2,067.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling