+692.2%
NVDL vs MP
+159.6%
+532.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -4.3% |
| 7D | +7.3% | +3.0% | +4.3% | +6.7% |
| 30D | -0.7% | +8.3% | -9.0% | -2.4% |
| 3M | +9.5% | -3.8% | +13.3% | +9.8% |
| 6M | +41.6% | -4.9% | +46.5% | +41.4% |
| YTD | +23.3% | +9.6% | +13.7% | +19.5% |
| 1Y | +40.3% | -11.7% | +52.0% | +38.4% |
| 3Y | +692.2% | +158.5% | +533.7% | +498.1% |
| All | +692.2% | +159.6% | +532.6% | +498.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 3y: compounded portfolio wealth divided by compounded MP 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…
3y analysis · Full analysis span regression · 6 months rolling