+2,494.8%
NVDL vs SEI
+624.4%
+1,870.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -5.2% | +0.5% | -2.9% |
| 7D | -8.7% | +20.7% | -29.3% | -15.3% |
| 30D | -1.3% | +9.1% | -10.4% | -5.1% |
| 3M | +11.4% | -6.0% | +17.4% | +11.5% |
| 6M | +22.9% | +18.9% | +4.0% | +12.0% |
| YTD | +15.4% | +40.1% | -24.7% | -1.3% |
| 1Y | +18.8% | +120.6% | -101.9% | -13.7% |
| 3Y | +641.4% | +562.1% | +79.2% | +386.1% |
| All | +2,494.8% | +624.4% | +1,870.4% | +1,562.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling