+2,622.7%
NVDL vs P
+217.7%
+2,405.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | +1.2% |
| 7D | -0.8% | +5.0% | -5.8% | -4.5% |
| 30D | +3.4% | -0.9% | +4.3% | +0.9% |
| 3M | +8.1% | +38.7% | -30.5% | -20.3% |
| 6M | +31.9% | +54.4% | -22.5% | -15.1% |
| YTD | +21.1% | +44.8% | -23.7% | -19.3% |
| 1Y | +34.0% | +22.5% | +11.5% | -4.9% |
| 3Y | +677.9% | +148.2% | +529.7% | +210.6% |
| All | +2,622.7% | +217.7% | +2,405.0% | +738.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling