+2,490.2%
NVDL vs MDB
+65.9%
+2,424.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +1.2% |
| 7D | -10.3% | -1.8% | -8.6% | -9.8% |
| 30D | -7.1% | -17.3% | +10.2% | -0.3% |
| 3M | +6.6% | +2.2% | +4.4% | +2.5% |
| 6M | +21.1% | +33.9% | -12.8% | +1.3% |
| YTD | +15.2% | -13.7% | +28.9% | +14.5% |
| 1Y | +18.8% | +9.1% | +9.7% | +4.0% |
| 3Y | +649.9% | -8.1% | +658.0% | +543.4% |
| All | +2,490.2% | +65.9% | +2,424.2% | +1,332.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling