+2,494.8%
NVDL vs RGEN
-6.4%
+2,501.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.7% | -2.9% | -5.8% | -7.6% |
| 30D | -1.3% | -0.1% | -1.3% | -1.3% |
| 3M | +11.4% | +25.9% | -14.6% | +0.6% |
| 6M | +22.9% | +35.2% | -12.3% | +6.6% |
| YTD | +15.4% | +0.5% | +14.9% | +13.0% |
| 1Y | +18.8% | +37.0% | -18.2% | +0.6% |
| 3Y | +641.4% | +2.0% | +639.4% | +601.4% |
| All | +2,494.8% | -6.4% | +2,501.1% | +2,468.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling