+262.9%
NVDL vs RCL
+255.6%
+7.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.3% |
| 7D | -24.8% | -1.2% | -23.6% | -24.3% |
| 30D | -48.0% | +17.8% | -65.9% | -54.3% |
| 3M | -51.5% | +4.9% | -56.5% | -54.0% |
| 6M | -54.9% | +23.7% | -78.6% | -62.8% |
| YTD | -39.2% | +17.8% | -57.0% | -51.3% |
| 1Y | -41.1% | +28.9% | -70.0% | -57.9% |
| 3Y | +262.9% | +241.9% | +21.0% | +8.5% |
| All | +262.9% | +255.6% | +7.3% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling