+2,490.2%
NVDL vs RCL
+347.3%
+2,142.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.5% |
| 7D | -10.3% | -1.9% | -8.4% | -9.0% |
| 30D | -7.1% | -15.5% | +8.4% | +5.4% |
| 3M | +6.6% | -9.7% | +16.2% | +13.1% |
| 6M | +21.1% | -8.7% | +29.8% | +25.8% |
| YTD | +15.2% | -5.8% | +21.0% | +11.1% |
| 1Y | +18.8% | -24.5% | +43.2% | +35.8% |
| 3Y | +649.9% | +173.9% | +476.0% | +160.3% |
| All | +2,490.2% | +347.3% | +2,142.8% | +422.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling