+2,490.2%
NVDL vs PGR
+81.9%
+2,408.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | 0.0% |
| 7D | -10.3% | -0.6% | -9.7% | -10.5% |
| 30D | -7.1% | +4.9% | -12.1% | -5.4% |
| 3M | +6.6% | +7.6% | -1.1% | +9.9% |
| 6M | +21.1% | +8.3% | +12.8% | +25.6% |
| YTD | +15.2% | +1.7% | +13.5% | +18.6% |
| 1Y | +18.8% | -6.8% | +25.6% | +21.7% |
| 3Y | +649.9% | +73.4% | +576.5% | +786.9% |
| All | +2,490.2% | +81.9% | +2,408.3% | +2,842.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 all: compounded portfolio wealth divided by compounded PGR 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…
all analysis · Full analysis span regression · 6 months rolling