+2,490.2%
NVDL vs SE
+59.8%
+2,430.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.2% | +0.5% |
| 7D | -10.3% | -5.2% | -5.1% | -8.0% |
| 30D | -7.1% | -17.1% | +10.0% | +1.3% |
| 3M | +6.6% | +24.0% | -17.4% | -6.5% |
| 6M | +21.1% | +21.0% | +0.1% | +7.1% |
| YTD | +15.2% | -16.7% | +31.9% | +20.6% |
| 1Y | +18.8% | -45.9% | +64.7% | +54.7% |
| 3Y | +649.9% | +177.8% | +472.1% | +445.5% |
| All | +2,490.2% | +59.8% | +2,430.4% | +1,885.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling