-17.1%
NVDL vs NTR
+37.0%
-54.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +4.0% | -10.0% | -5.3% |
| 7D | -14.0% | +4.3% | -18.4% | -13.2% |
| 30D | -31.2% | +2.6% | -33.8% | -30.6% |
| 3M | -15.5% | +8.5% | -24.0% | -13.6% |
| 6M | -10.3% | -3.3% | -6.9% | -11.5% |
| YTD | -5.8% | +19.6% | -25.4% | -5.5% |
| All | -17.1% | +37.0% | -54.1% | -22.4% |
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