+649.9%
NVDL vs NXT
+90.7%
+559.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.8% |
| 7D | -10.3% | -1.9% | -8.4% | -9.8% |
| 30D | -7.1% | -20.0% | +12.9% | -0.5% |
| 3M | +6.6% | -30.7% | +37.3% | +18.7% |
| 6M | +21.1% | -29.0% | +50.0% | +31.5% |
| YTD | +15.2% | -4.8% | +20.1% | +15.3% |
| 1Y | +18.8% | +22.8% | -4.0% | +10.6% |
| 3Y | +649.9% | +93.9% | +556.0% | +499.8% |
| All | +649.9% | +90.7% | +559.2% | +499.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 3y: compounded portfolio wealth divided by compounded NXT 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…
3y analysis · Full analysis span regression · 6 months rolling