+2,490.2%
NVDL vs MOH
-42.8%
+2,533.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | +0.2% |
| 7D | -10.3% | +1.7% | -12.0% | -10.0% |
| 30D | -7.1% | -0.9% | -6.2% | -7.1% |
| 3M | +6.6% | +5.7% | +0.9% | +8.3% |
| 6M | +21.1% | +39.1% | -18.1% | +30.9% |
| YTD | +15.2% | +17.7% | -2.5% | +22.4% |
| 1Y | +18.8% | +8.4% | +10.4% | +25.7% |
| 3Y | +649.9% | -36.6% | +686.5% | +641.3% |
| All | +2,490.2% | -42.8% | +2,533.0% | +2,736.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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