+2,622.7%
NVDL vs NDAQ
+49.7%
+2,573.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.2% |
| 7D | -0.8% | -1.6% | +0.7% | +0.3% |
| 30D | +3.4% | -1.5% | +4.9% | +4.3% |
| 3M | +8.1% | +8.0% | +0.1% | +0.7% |
| 6M | +31.9% | +7.7% | +24.1% | +22.4% |
| YTD | +21.1% | -2.3% | +23.5% | +21.5% |
| 1Y | +34.0% | +0.6% | +33.5% | +30.2% |
| 3Y | +677.9% | +90.9% | +587.0% | +409.6% |
| All | +2,622.7% | +49.7% | +2,573.1% | +2,315.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling