+1,266.3%
NVDL vs RCL
+459.2%
+807.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -54.5% |
| 3M | -51.5% | +4.9% | -56.5% | -54.1% |
| 6M | -54.9% | +23.7% | -78.6% | -63.0% |
| YTD | -39.2% | +17.8% | -57.0% | -51.3% |
| 1Y | -41.1% | +28.9% | -70.0% | -57.7% |
| 3Y | +262.9% | +241.9% | +21.0% | +5.3% |
| All | +1,266.3% | +459.2% | +807.2% | +129.2% |
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 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