+2,622.7%
NVDL vs KMB
-17.5%
+2,640.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -4.2% |
| 7D | -0.8% | -8.6% | +7.8% | -6.0% |
| 30D | +3.4% | -7.5% | +10.9% | -1.2% |
| 3M | +8.1% | -0.6% | +8.7% | +8.7% |
| 6M | +31.9% | -1.5% | +33.4% | +31.9% |
| YTD | +21.1% | +1.6% | +19.5% | +24.7% |
| 1Y | +34.0% | -20.8% | +54.8% | +18.1% |
| 3Y | +677.9% | -12.4% | +690.3% | +661.6% |
| All | +2,622.7% | -17.5% | +2,640.2% | +2,664.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling