+2,672.5%
NVDL vs MSCI
+10.0%
+2,662.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -1.7% |
| 7D | +7.3% | -2.1% | +9.4% | +8.7% |
| 30D | -0.7% | -1.7% | +1.1% | +0.2% |
| 3M | +9.5% | -8.2% | +17.7% | +12.9% |
| 6M | +41.6% | -2.4% | +44.1% | +39.0% |
| YTD | +23.3% | -2.8% | +26.1% | +20.0% |
| 1Y | +40.3% | -2.7% | +42.9% | +34.0% |
| 3Y | +692.2% | +7.3% | +684.9% | +595.6% |
| All | +2,672.5% | +10.0% | +2,662.5% | +2,104.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling