+2,494.8%
NVDL vs RBA
+49.4%
+2,445.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -4.2% |
| 7D | -8.7% | -3.3% | -5.4% | -7.1% |
| 30D | -1.3% | -9.8% | +8.5% | +3.6% |
| 3M | +11.4% | -23.5% | +34.8% | +23.3% |
| 6M | +22.9% | -21.5% | +44.4% | +33.9% |
| YTD | +15.4% | -21.2% | +36.6% | +23.6% |
| 1Y | +18.8% | -30.2% | +49.0% | +37.2% |
| 3Y | +641.4% | +25.3% | +616.1% | +535.0% |
| All | +2,494.8% | +49.4% | +2,445.4% | +1,992.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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