+2,788.3%
NVDL vs KEY
+50.6%
+2,737.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.5% |
| 7D | +11.7% | +2.2% | +9.5% | +10.7% |
| 30D | +7.8% | -3.0% | +10.9% | +9.4% |
| 3M | +3.3% | +3.3% | 0.0% | +1.7% |
| 6M | +38.9% | +9.2% | +29.7% | +33.3% |
| YTD | +28.5% | +10.6% | +17.8% | +22.4% |
| 1Y | +40.6% | +20.4% | +20.2% | +28.6% |
| 3Y | +648.7% | +121.8% | +526.9% | +470.1% |
| All | +2,788.3% | +50.6% | +2,737.6% | +2,290.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling