+692.2%
NVDL vs LII
+2.8%
+689.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.1% |
| 7D | +7.3% | +2.1% | +5.2% | +5.8% |
| 30D | -0.7% | -12.4% | +11.7% | +8.3% |
| 3M | +9.5% | -24.8% | +34.3% | +29.1% |
| 6M | +41.6% | -25.2% | +66.8% | +65.8% |
| YTD | +23.3% | -20.3% | +43.6% | +33.5% |
| 1Y | +40.3% | -32.9% | +73.2% | +74.1% |
| 3Y | +692.2% | +2.0% | +690.1% | +655.7% |
| All | +692.2% | +2.8% | +689.4% | +655.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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