+2,490.2%
NVDL vs MKTX
-41.7%
+2,531.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | -0.2% | -10.1% | -10.3% |
| 30D | -7.1% | +0.7% | -7.8% | -7.1% |
| 3M | +6.6% | +40.8% | -34.2% | +7.0% |
| 6M | +21.1% | -8.0% | +29.1% | +19.8% |
| YTD | +15.2% | -8.7% | +23.9% | +13.8% |
| 1Y | +18.8% | -11.8% | +30.6% | +17.9% |
| 3Y | +649.9% | -24.0% | +673.9% | +622.7% |
| All | +2,490.2% | -41.7% | +2,531.9% | +2,500.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling