+2,494.8%
NVDL vs NVT
+303.3%
+2,191.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.1% | -2.6% | -2.4% |
| 7D | -8.7% | +2.0% | -10.7% | -11.0% |
| 30D | -1.3% | -7.2% | +5.9% | +6.3% |
| 3M | +11.4% | -0.9% | +12.3% | +9.8% |
| 6M | +22.9% | +42.6% | -19.7% | -24.4% |
| YTD | +15.4% | +52.9% | -37.5% | -36.4% |
| 1Y | +18.8% | +64.5% | -45.7% | -41.0% |
| 3Y | +641.4% | +178.0% | +463.4% | +106.7% |
| All | +2,494.8% | +303.3% | +2,191.5% | +341.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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