-20.1%
NVDL vs MSCI
+17.3%
-37.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +5.4% | -11.5% | -5.3% |
| 7D | -14.0% | +11.5% | -25.5% | -12.7% |
| 30D | -31.2% | +22.1% | -53.3% | -29.6% |
| 3M | -15.5% | +18.4% | -33.9% | -13.8% |
| 6M | -10.3% | +16.6% | -26.9% | -8.0% |
| YTD | -5.8% | +18.8% | -24.6% | +2.3% |
| 1Y | -20.1% | +19.0% | -39.1% | -13.6% |
| All | -20.1% | +17.3% | -37.3% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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