+2,490.2%
NVDL vs MDY
+51.5%
+2,438.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -1.8% |
| 7D | -10.3% | -1.9% | -8.5% | -6.7% |
| 30D | -7.1% | -4.6% | -2.5% | +2.9% |
| 3M | +6.6% | -1.2% | +7.8% | +10.4% |
| 6M | +21.1% | +9.2% | +11.9% | +3.2% |
| YTD | +15.2% | +13.1% | +2.2% | -8.1% |
| 1Y | +18.8% | +13.0% | +5.8% | -5.3% |
| 3Y | +649.9% | +49.2% | +600.7% | +306.9% |
| All | +2,490.2% | +51.5% | +2,438.6% | +1,261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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