+649.9%
NVDL vs PEG
+31.8%
+618.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -10.3% | -0.9% | -9.4% | -9.9% |
| 30D | -7.1% | -3.7% | -3.4% | -5.1% |
| 3M | +6.6% | -7.3% | +13.9% | +11.1% |
| 6M | +21.1% | -10.5% | +31.5% | +28.5% |
| YTD | +15.2% | -7.5% | +22.7% | +18.8% |
| 1Y | +18.8% | -8.7% | +27.5% | +22.7% |
| 3Y | +649.9% | +31.4% | +618.5% | +792.0% |
| All | +649.9% | +31.8% | +618.1% | +792.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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