+1,266.3%
NVDL vs PL
+151.5%
+1,114.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.8% |
| 7D | -24.8% | +10.0% | -34.8% | -26.8% |
| 30D | -48.0% | -2.3% | -45.8% | -47.8% |
| 3M | -51.5% | -44.2% | -7.3% | -45.1% |
| 6M | -54.9% | -66.1% | +11.2% | -44.1% |
| YTD | -39.2% | -30.0% | -9.3% | -38.3% |
| 1Y | -41.1% | +21.0% | -62.2% | -48.3% |
| 3Y | +262.9% | +516.5% | -253.6% | +100.6% |
| All | +1,266.3% | +151.5% | +1,114.8% | +902.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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