+2,494.8%
NVDL vs RVTY
-17.8%
+2,512.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -3.7% |
| 7D | -8.7% | -7.4% | -1.3% | -5.5% |
| 30D | -1.3% | +4.5% | -5.8% | -2.8% |
| 3M | +11.4% | +19.5% | -8.1% | +2.7% |
| 6M | +22.9% | +34.1% | -11.2% | +6.9% |
| YTD | +15.4% | +25.3% | -9.8% | +3.2% |
| 1Y | +18.8% | +47.0% | -28.2% | -2.6% |
| 3Y | +641.4% | +14.1% | +627.3% | +585.0% |
| All | +2,494.8% | -17.8% | +2,512.5% | +2,954.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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