-32.5%
NVDL vs NTR
+37.3%
-69.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.6% | +0.2% | -18.8% | -18.6% |
| 7D | -28.8% | +5.4% | -34.2% | -28.0% |
| 30D | -44.0% | +1.4% | -45.4% | -43.6% |
| 3M | -35.6% | +8.7% | -44.4% | -34.2% |
| 6M | -25.3% | -4.9% | -20.4% | -26.5% |
| YTD | -23.3% | +19.8% | -43.1% | -23.1% |
| 1Y | -32.5% | +37.0% | -69.5% | -36.8% |
| All | -32.5% | +37.3% | -69.8% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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