+2,490.2%
NVDL vs PSX
+184.0%
+2,306.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.3% |
| 7D | -10.3% | +1.7% | -12.0% | -10.7% |
| 30D | -7.1% | +15.6% | -22.8% | -10.3% |
| 3M | +6.6% | +46.5% | -39.9% | -3.7% |
| 6M | +21.1% | +55.0% | -33.9% | +5.8% |
| YTD | +15.2% | +105.3% | -90.1% | -10.7% |
| 1Y | +18.8% | +101.6% | -82.8% | -8.1% |
| 3Y | +649.9% | +134.1% | +515.8% | +441.8% |
| All | +2,490.2% | +184.0% | +2,306.2% | +1,787.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling