+651.2%
NVDL vs RCL
+171.1%
+480.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.5% |
| 7D | -8.7% | -2.5% | -6.2% | -6.9% |
| 30D | -1.3% | -15.7% | +14.4% | +11.9% |
| 3M | +11.4% | -3.6% | +15.0% | +12.0% |
| 6M | +22.9% | -8.7% | +31.5% | +27.5% |
| YTD | +15.4% | -6.2% | +21.6% | +11.4% |
| 1Y | +18.8% | -22.9% | +41.6% | +33.4% |
| All | +651.2% | +171.1% | +480.1% | +141.2% |
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