+2,672.5%
NVDL vs QLD
+319.8%
+2,352.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.7% |
| 7D | +7.3% | +3.0% | +4.3% | +2.4% |
| 30D | -0.7% | -1.8% | +1.1% | +3.2% |
| 3M | +9.5% | -1.8% | +11.3% | +11.0% |
| 6M | +41.6% | +36.9% | +4.7% | -18.6% |
| YTD | +23.3% | +28.7% | -5.4% | -20.7% |
| 1Y | +40.3% | +41.9% | -1.6% | -22.9% |
| 3Y | +692.2% | +184.2% | +508.0% | +99.2% |
| All | +2,672.5% | +319.8% | +2,352.8% | +285.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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