+692.2%
NVDL vs RACE
+39.3%
+652.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.3% |
| 7D | +7.3% | -1.0% | +8.3% | +8.1% |
| 30D | -0.7% | -1.5% | +0.8% | +0.3% |
| 3M | +9.5% | +15.5% | -6.0% | -1.9% |
| 6M | +41.6% | +17.3% | +24.3% | +25.3% |
| YTD | +23.3% | +11.1% | +12.2% | +11.7% |
| 1Y | +40.3% | -14.3% | +54.6% | +52.5% |
| 3Y | +692.2% | +40.2% | +652.0% | +440.7% |
| All | +692.2% | +39.3% | +652.9% | +440.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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