+2,490.2%
NVDL vs RSG
+68.4%
+2,421.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | 0.0% |
| 7D | -10.3% | 0.0% | -10.3% | -10.3% |
| 30D | -7.1% | +4.0% | -11.1% | -6.5% |
| 3M | +6.6% | +7.4% | -0.8% | +7.4% |
| 6M | +21.1% | +0.1% | +21.0% | +22.7% |
| YTD | +15.2% | +6.0% | +9.2% | +15.6% |
| 1Y | +18.8% | -3.0% | +21.8% | +22.1% |
| 3Y | +649.9% | +56.5% | +593.4% | +618.5% |
| All | +2,490.2% | +68.4% | +2,421.7% | +2,446.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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