+262.9%
NVDL vs KMB
+2.5%
+260.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -2.6% |
| 7D | -24.8% | +0.9% | -25.7% | -24.2% |
| 30D | -48.0% | +10.1% | -58.1% | -44.1% |
| 3M | -51.5% | 0.0% | -51.6% | -50.8% |
| 6M | -54.9% | +15.7% | -70.6% | -49.0% |
| YTD | -39.2% | +12.6% | -51.9% | -32.1% |
| 1Y | -41.1% | +10.1% | -51.2% | -35.1% |
| 3Y | +262.9% | +2.1% | +260.8% | +302.4% |
| All | +262.9% | +2.5% | +260.4% | +302.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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