+2,494.8%
NVDL vs RCL
+345.4%
+2,149.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.1% |
| 3M | +11.4% | -3.6% | +15.0% | +12.1% |
| 6M | +22.9% | -8.7% | +31.5% | +27.6% |
| YTD | +15.4% | -6.2% | +21.6% | +11.7% |
| 1Y | +18.8% | -22.9% | +41.6% | +32.6% |
| 3Y | +641.4% | +173.6% | +467.8% | +157.5% |
| All | +2,494.8% | +345.4% | +2,149.4% | +425.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling