+2,490.2%
NVDL vs NDAQ
+44.9%
+2,445.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.4% |
| 7D | -10.3% | -5.9% | -4.4% | -6.4% |
| 30D | -7.1% | -4.7% | -2.4% | -4.1% |
| 3M | +6.6% | +5.5% | +1.1% | +0.8% |
| 6M | +21.1% | +7.4% | +13.7% | +12.4% |
| YTD | +15.2% | -5.5% | +20.7% | +18.3% |
| 1Y | +18.8% | -3.7% | +22.5% | +19.3% |
| 3Y | +649.9% | +85.0% | +564.9% | +402.5% |
| All | +2,490.2% | +44.9% | +2,445.3% | +2,252.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling