+649.9%
NVDL vs QSR
+25.8%
+624.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -10.3% | -4.0% | -6.3% | -9.9% |
| 30D | -7.1% | +2.8% | -9.9% | -7.4% |
| 3M | +6.6% | +5.1% | +1.5% | +5.8% |
| 6M | +21.1% | +8.8% | +12.3% | +17.4% |
| YTD | +15.2% | +14.8% | +0.4% | +9.3% |
| 1Y | +18.8% | +25.7% | -6.9% | +6.2% |
| 3Y | +649.9% | +27.5% | +622.4% | +584.0% |
| All | +649.9% | +25.8% | +624.1% | +584.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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