+2,494.8%
NVDL vs MDB
+71.3%
+2,423.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.3% | -9.0% | -6.6% |
| 7D | -8.7% | -2.8% | -5.9% | -7.8% |
| 30D | -1.3% | -14.9% | +13.6% | +4.7% |
| 3M | +11.4% | +7.3% | +4.0% | +4.8% |
| 6M | +22.9% | +38.2% | -15.3% | +1.4% |
| YTD | +15.4% | -10.9% | +26.3% | +13.1% |
| 1Y | +18.8% | +11.6% | +7.1% | +3.0% |
| 3Y | +641.4% | -0.9% | +642.3% | +513.9% |
| All | +2,494.8% | +71.3% | +2,423.5% | +1,315.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling