+40.6%
NVDL vs O
+11.2%
+29.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +0.7% |
| 7D | +11.7% | -0.7% | +12.4% | +10.7% |
| 30D | +7.8% | -1.9% | +9.7% | +5.5% |
| 3M | +3.3% | +3.8% | -0.5% | +8.8% |
| 6M | +38.9% | -4.7% | +43.6% | +34.6% |
| YTD | +28.5% | +12.5% | +16.0% | +50.7% |
| 1Y | +40.6% | +10.8% | +29.8% | +68.2% |
| All | +40.6% | +11.2% | +29.4% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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