+40.6%
NVDL vs RGEN
+45.2%
-4.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +1.9% |
| 7D | +11.7% | -4.9% | +16.6% | +13.1% |
| 30D | +7.8% | +5.7% | +2.2% | +6.8% |
| 3M | +3.3% | +32.4% | -29.1% | -3.2% |
| 6M | +38.9% | +33.2% | +5.7% | +28.7% |
| YTD | +28.5% | +2.3% | +26.2% | +26.4% |
| 1Y | +40.6% | +39.0% | +1.6% | +27.5% |
| All | +40.6% | +45.2% | -4.6% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling