+702.7%
NVDL vs P
+155.1%
+547.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -5.2% |
| 7D | +7.3% | +7.8% | -0.6% | +1.4% |
| 30D | -0.7% | +12.3% | -13.0% | -12.6% |
| 3M | +9.5% | +37.1% | -27.6% | -18.3% |
| 6M | +41.6% | +66.1% | -24.5% | -13.6% |
| YTD | +23.3% | +50.9% | -27.6% | -20.1% |
| 1Y | +40.3% | +27.2% | +13.1% | -3.2% |
| All | +702.7% | +155.1% | +547.6% | +220.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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