+2,490.2%
NVDL vs PH
+225.5%
+2,264.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -2.1% |
| 7D | -10.3% | -1.3% | -9.0% | -8.9% |
| 30D | -7.1% | -11.0% | +3.9% | +5.4% |
| 3M | +6.6% | +5.5% | +1.1% | -1.3% |
| 6M | +21.1% | +1.5% | +19.6% | +16.9% |
| YTD | +15.2% | +8.8% | +6.4% | +1.3% |
| 1Y | +18.8% | +24.5% | -5.7% | -13.8% |
| 3Y | +649.9% | +141.2% | +508.7% | +200.9% |
| All | +2,490.2% | +225.5% | +2,264.7% | +571.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling