+18.8%
NVDL vs NTR
+39.1%
-20.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -10.3% | -1.3% | -9.0% | -10.4% |
| 30D | -7.1% | +16.8% | -23.9% | -5.9% |
| 3M | +6.6% | +20.7% | -14.2% | +7.8% |
| 6M | +21.1% | +0.5% | +20.5% | +20.8% |
| YTD | +15.2% | +29.2% | -14.0% | +11.3% |
| 1Y | +18.8% | +39.6% | -20.8% | +15.3% |
| All | +18.8% | +39.1% | -20.3% | +15.3% |
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