+649.9%
NVDL vs PHM
+49.3%
+600.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | -10.3% | -5.0% | -5.3% | -9.1% |
| 30D | -7.1% | -8.4% | +1.3% | -5.1% |
| 3M | +6.6% | -4.4% | +11.0% | +7.1% |
| 6M | +21.1% | -3.7% | +24.8% | +21.0% |
| YTD | +15.2% | +1.3% | +13.9% | +12.4% |
| 1Y | +18.8% | -14.0% | +32.8% | +22.0% |
| 3Y | +649.9% | +48.1% | +601.8% | +432.0% |
| All | +649.9% | +49.3% | +600.6% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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