+2,494.8%
NVDL vs PWR
+301.5%
+2,193.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.3% | -3.4% | -3.2% |
| 7D | -8.7% | -0.2% | -8.5% | -8.6% |
| 30D | -1.3% | -7.7% | +6.4% | +8.0% |
| 3M | +11.4% | -4.9% | +16.3% | +13.8% |
| 6M | +22.9% | +9.7% | +13.2% | -6.0% |
| YTD | +15.4% | +46.7% | -31.3% | -43.6% |
| 1Y | +18.8% | +58.7% | -40.0% | -49.6% |
| 3Y | +641.4% | +200.7% | +440.7% | +59.7% |
| All | +2,494.8% | +301.5% | +2,193.2% | +223.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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