+2,494.8%
NVDL vs RRC
+58.0%
+2,436.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.8% |
| 7D | -8.7% | -1.2% | -7.5% | -8.3% |
| 30D | -1.3% | +3.0% | -4.3% | -2.6% |
| 3M | +11.4% | +7.3% | +4.1% | +7.2% |
| 6M | +22.9% | +3.6% | +19.3% | +18.5% |
| YTD | +15.4% | +19.4% | -3.9% | +3.4% |
| 1Y | +18.8% | +21.4% | -2.7% | +3.7% |
| 3Y | +641.4% | +32.8% | +608.6% | +557.3% |
| All | +2,494.8% | +58.0% | +2,436.8% | +2,064.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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