+651.2%
NVDL vs PTC
-10.7%
+661.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.6% |
| 7D | -8.7% | -14.2% | +5.6% | +0.5% |
| 30D | -1.3% | -14.4% | +13.1% | +8.7% |
| 3M | +11.4% | -4.7% | +16.1% | +10.8% |
| 6M | +22.9% | -19.3% | +42.2% | +41.7% |
| YTD | +15.4% | -26.1% | +41.5% | +43.4% |
| 1Y | +18.8% | -37.1% | +55.8% | +74.7% |
| All | +651.2% | -10.7% | +661.9% | +568.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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