+2,490.2%
NVDL vs RIG
+38.3%
+2,451.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.4% |
| 7D | -10.3% | -3.1% | -7.2% | -9.4% |
| 30D | -7.1% | -0.5% | -6.6% | -6.9% |
| 3M | +6.6% | -6.0% | +12.5% | +7.9% |
| 6M | +21.1% | -10.1% | +31.2% | +23.1% |
| YTD | +15.2% | +37.3% | -22.1% | -0.5% |
| 1Y | +18.8% | +73.9% | -55.1% | -7.3% |
| 3Y | +649.9% | -30.2% | +680.1% | +585.5% |
| All | +2,490.2% | +38.3% | +2,451.9% | +1,710.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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