+649.9%
NVDL vs PNC
+131.1%
+518.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.5% |
| 7D | -10.3% | -0.6% | -9.8% | -10.1% |
| 30D | -7.1% | -4.4% | -2.7% | -4.9% |
| 3M | +6.6% | +5.2% | +1.3% | +3.2% |
| 6M | +21.1% | +20.6% | +0.4% | +7.3% |
| YTD | +15.2% | +19.8% | -4.5% | +2.1% |
| 1Y | +18.8% | +24.4% | -5.6% | +2.3% |
| 3Y | +649.9% | +131.2% | +518.7% | +450.4% |
| All | +649.9% | +131.1% | +518.8% | +450.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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