-20.1%
NVDL vs SEI
+18.6%
-38.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -16.9% | +10.8% | +0.6% |
| 7D | -14.0% | -16.4% | +2.4% | -8.3% |
| 30D | -31.2% | -22.9% | -8.3% | -24.8% |
| 3M | -15.5% | -0.3% | -15.2% | -18.1% |
| 6M | -10.3% | -22.3% | +12.1% | -4.6% |
| YTD | -5.8% | +26.2% | -31.9% | -22.1% |
| 1Y | -20.1% | +8.2% | -28.3% | -31.0% |
| All | -20.1% | +18.6% | -38.7% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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