+40.6%
NVDL vs MKTX
-8.5%
+49.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +11.7% | +0.4% | +11.3% | +11.7% |
| 30D | +7.8% | +1.1% | +6.8% | +8.0% |
| 3M | +3.3% | +36.1% | -32.8% | +8.3% |
| 6M | +38.9% | -12.9% | +51.8% | +10.7% |
| YTD | +28.5% | -8.5% | +37.0% | +2.9% |
| 1Y | +40.6% | -7.5% | +48.1% | +12.1% |
| All | +40.6% | -8.5% | +49.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling