-20.1%
NVDL vs RRX
+30.0%
-50.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.6% | -2.4% | -4.5% |
| 7D | -14.0% | +7.6% | -21.7% | -16.7% |
| 30D | -31.2% | +7.5% | -38.7% | -33.2% |
| 3M | -15.5% | -21.0% | +5.5% | -9.2% |
| 6M | -10.3% | -18.1% | +7.8% | -5.5% |
| YTD | -5.8% | +24.3% | -30.1% | -11.5% |
| 1Y | -20.1% | +29.3% | -49.4% | -25.3% |
| All | -20.1% | +30.0% | -50.1% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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