+2,490.2%
NVDL vs RGEN
-6.1%
+2,496.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -10.3% | -1.4% | -8.9% | -9.8% |
| 30D | -7.1% | -0.3% | -6.8% | -7.0% |
| 3M | +6.6% | +23.9% | -17.3% | -3.0% |
| 6M | +21.1% | +38.5% | -17.5% | +4.0% |
| YTD | +15.2% | +0.8% | +14.4% | +12.7% |
| 1Y | +18.8% | +38.2% | -19.4% | +0.3% |
| 3Y | +649.9% | +1.3% | +648.6% | +612.0% |
| All | +2,490.2% | -6.1% | +2,496.3% | +2,460.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling