+632.4%
NVDL vs NVD
-99.1%
+731.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | +0.1% |
| 7D | -10.3% | +10.8% | -21.2% | -0.3% |
| 30D | -7.1% | +0.8% | -7.9% | -0.9% |
| 3M | +6.6% | -20.8% | +27.4% | -1.1% |
| 6M | +21.1% | -41.2% | +62.2% | -1.8% |
| YTD | +15.2% | -44.2% | +59.4% | -2.2% |
| 1Y | +18.8% | -54.2% | +73.0% | -3.1% |
| 3Y | +649.9% | -99.1% | +749.0% | -11.5% |
| All | +632.4% | -99.1% | +731.5% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling