+262.9%
NVDL vs RACE
+24.7%
+238.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.9% |
| 7D | -24.8% | -1.2% | -23.6% | -24.1% |
| 30D | -48.0% | +6.1% | -54.2% | -50.0% |
| 3M | -51.5% | -0.3% | -51.3% | -51.6% |
| 6M | -54.9% | +23.4% | -78.4% | -61.3% |
| YTD | -39.2% | +12.5% | -51.8% | -45.4% |
| 1Y | -41.1% | -0.5% | -40.7% | -41.9% |
| 3Y | +262.9% | +23.6% | +239.3% | +189.4% |
| All | +262.9% | +24.7% | +238.2% | +189.4% |
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