+2,490.2%
NVDL vs OMC
+12.4%
+2,477.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -10.3% | -4.4% | -6.0% | -9.3% |
| 30D | -7.1% | -7.6% | +0.5% | -5.5% |
| 3M | +6.6% | +4.5% | +2.1% | +4.0% |
| 6M | +21.1% | -0.3% | +21.3% | +19.8% |
| YTD | +15.2% | -0.1% | +15.3% | +13.3% |
| 1Y | +18.8% | +4.6% | +14.2% | +13.0% |
| 3Y | +649.9% | +10.5% | +639.4% | +571.6% |
| All | +2,490.2% | +12.4% | +2,477.8% | +2,018.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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