+2,490.2%
NVDL vs SEI
+661.3%
+1,828.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.1% | -5.3% | -1.9% |
| 7D | -10.3% | +22.6% | -32.9% | -17.3% |
| 30D | -7.1% | +9.1% | -16.2% | -10.8% |
| 3M | +6.6% | -11.3% | +17.9% | +8.9% |
| 6M | +21.1% | +22.0% | -1.0% | +9.3% |
| YTD | +15.2% | +47.3% | -32.1% | -3.2% |
| 1Y | +18.8% | +124.8% | -106.0% | -14.4% |
| 3Y | +649.9% | +591.3% | +58.6% | +383.1% |
| All | +2,490.2% | +661.3% | +1,828.9% | +1,529.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling