+692.2%
NVDL vs PL
+518.4%
+173.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -3.6% |
| 7D | +7.3% | -7.5% | +14.8% | +9.1% |
| 30D | -0.7% | -25.6% | +24.9% | +6.2% |
| 3M | +9.5% | -45.6% | +55.1% | +24.1% |
| 6M | +41.6% | -29.5% | +71.2% | +45.6% |
| YTD | +23.3% | -9.7% | +33.0% | +18.3% |
| 1Y | +40.3% | +84.4% | -44.1% | +10.2% |
| 3Y | +692.2% | +550.0% | +142.2% | +309.3% |
| All | +692.2% | +518.4% | +173.8% | +309.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling