+40.6%
NVDL vs SE
-38.5%
+79.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.9% |
| 7D | +11.7% | -6.1% | +17.8% | +13.9% |
| 30D | +7.8% | -2.5% | +10.3% | +7.8% |
| 3M | +3.3% | +21.7% | -18.4% | -5.5% |
| 6M | +38.9% | +27.0% | +11.9% | +23.3% |
| YTD | +28.5% | -12.1% | +40.6% | +30.0% |
| 1Y | +40.6% | -40.9% | +81.5% | +75.3% |
| All | +40.6% | -38.5% | +79.1% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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