+633.7%
NVDL vs NVD
-99.1%
+732.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.5% | -9.2% | -0.3% |
| 7D | -8.7% | +9.0% | -17.7% | -0.1% |
| 30D | -1.3% | -5.5% | +4.2% | -0.8% |
| 3M | +11.4% | -24.6% | +36.0% | -1.4% |
| 6M | +22.9% | -42.1% | +65.0% | -1.8% |
| YTD | +15.4% | -44.3% | +59.8% | -2.3% |
| 1Y | +18.8% | -54.2% | +72.9% | -3.1% |
| 3Y | +641.4% | -99.1% | +740.5% | -11.3% |
| All | +633.7% | -99.1% | +732.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling