+2,494.8%
NVDL vs SE
+61.9%
+2,432.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.3% |
| 7D | -8.7% | -4.8% | -3.9% | -6.6% |
| 30D | -1.3% | -18.1% | +16.8% | +8.2% |
| 3M | +11.4% | +30.6% | -19.3% | -4.7% |
| 6M | +22.9% | +20.8% | +2.1% | +8.9% |
| YTD | +15.4% | -15.6% | +31.0% | +20.0% |
| 1Y | +18.8% | -44.2% | +63.0% | +52.2% |
| 3Y | +641.4% | +181.5% | +459.8% | +435.9% |
| All | +2,494.8% | +61.9% | +2,432.8% | +1,876.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling