+2,490.2%
NVDL vs MKSI
+209.8%
+2,280.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -2.1% |
| 7D | -10.3% | +2.7% | -13.0% | -12.5% |
| 30D | -7.1% | -12.8% | +5.7% | +4.7% |
| 3M | +6.6% | -22.5% | +29.1% | +26.4% |
| 6M | +21.1% | +19.4% | +1.7% | -8.9% |
| YTD | +15.2% | +67.7% | -52.5% | -40.2% |
| 1Y | +18.8% | +131.4% | -112.6% | -58.3% |
| 3Y | +649.9% | +197.3% | +452.6% | +127.8% |
| All | +2,490.2% | +209.8% | +2,280.4% | +654.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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