+2,490.2%
NVDL vs NI
+64.1%
+2,426.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -10.3% | 0.0% | -10.4% | -10.3% |
| 30D | -7.1% | -1.4% | -5.7% | -7.0% |
| 3M | +6.6% | -10.6% | +17.2% | +7.2% |
| 6M | +21.1% | -9.3% | +30.4% | +21.5% |
| YTD | +15.2% | +1.1% | +14.1% | +14.2% |
| 1Y | +18.8% | +3.4% | +15.4% | +17.1% |
| 3Y | +649.9% | +67.9% | +582.0% | +770.3% |
| All | +2,490.2% | +64.1% | +2,426.0% | +3,035.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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