+40.6%
NVDL vs PSX
+101.0%
-60.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.7% |
| 7D | +11.7% | +4.5% | +7.1% | +13.9% |
| 30D | +7.8% | +26.6% | -18.8% | +19.6% |
| 3M | +3.3% | +39.3% | -36.0% | +19.5% |
| 6M | +38.9% | +56.8% | -17.9% | +65.7% |
| YTD | +28.5% | +101.8% | -73.3% | +59.4% |
| 1Y | +40.6% | +99.6% | -59.0% | +74.4% |
| All | +40.6% | +101.0% | -60.4% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling