+40.6%
NVDL vs S
+10.1%
+30.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +11.7% | -7.7% | +19.4% | +14.3% |
| 30D | +7.8% | -5.3% | +13.2% | +9.5% |
| 3M | +3.3% | +20.3% | -17.0% | -1.8% |
| 6M | +38.9% | +47.4% | -8.5% | +26.2% |
| YTD | +28.5% | +32.5% | -4.1% | +20.0% |
| 1Y | +40.6% | +9.5% | +31.1% | +39.0% |
| All | +40.6% | +10.1% | +30.5% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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