+2,672.5%
NVDL vs PTC
+3.9%
+2,668.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.5% | +1.5% | +0.1% |
| 7D | +7.3% | -12.8% | +20.1% | +18.4% |
| 30D | -0.7% | -9.8% | +9.1% | +6.6% |
| 3M | +9.5% | -2.1% | +11.5% | +6.3% |
| 6M | +41.6% | -18.1% | +59.7% | +63.7% |
| YTD | +23.3% | -23.5% | +46.8% | +51.4% |
| 1Y | +40.3% | -37.4% | +77.6% | +116.1% |
| 3Y | +692.2% | -7.2% | +699.4% | +536.1% |
| All | +2,672.5% | +3.9% | +2,668.6% | +1,625.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling