+649.9%
NVDL vs SCCO
+177.0%
+472.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | +0.1% |
| 7D | -10.3% | -2.7% | -7.7% | -8.9% |
| 30D | -7.1% | -0.7% | -6.4% | -7.6% |
| 3M | +6.6% | +8.1% | -1.5% | -0.6% |
| 6M | +21.1% | +4.1% | +17.0% | +15.1% |
| YTD | +15.2% | +41.1% | -25.9% | -19.1% |
| 1Y | +18.8% | +95.6% | -76.8% | -37.6% |
| 3Y | +649.9% | +179.3% | +470.6% | +233.9% |
| All | +649.9% | +177.0% | +472.9% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 3y: compounded portfolio wealth divided by compounded SCCO 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…
3y analysis · Full analysis span regression · 6 months rolling