+40.6%
NVDL vs RIO
+73.7%
-33.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.3% |
| 7D | +11.7% | 0.0% | +11.7% | +11.7% |
| 30D | +7.8% | +4.0% | +3.9% | +4.2% |
| 3M | +3.3% | +0.1% | +3.2% | +3.6% |
| 6M | +38.9% | +12.7% | +26.2% | +26.0% |
| YTD | +28.5% | +35.6% | -7.1% | +2.4% |
| 1Y | +40.6% | +73.7% | -33.1% | -0.8% |
| All | +40.6% | +73.7% | -33.1% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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