+1,371.0%
NVDL vs KVUE
-20.4%
+1,391.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | -5.1% | -5.2% | -11.1% |
| 30D | -7.1% | -6.3% | -0.8% | -8.1% |
| 3M | +6.6% | -0.5% | +7.1% | +6.6% |
| 6M | +21.1% | +3.1% | +18.0% | +21.9% |
| YTD | +15.2% | +6.7% | +8.5% | +16.8% |
| 1Y | +18.8% | -1.1% | +19.9% | +19.4% |
| 3Y | +649.9% | -8.7% | +658.6% | +659.9% |
| All | +1,371.0% | -20.4% | +1,391.4% | +1,491.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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