+18.8%
NVDL vs SHAK
-34.9%
+53.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.3% | -0.4% |
| 7D | -10.3% | -8.3% | -2.0% | -9.7% |
| 30D | -7.1% | -12.6% | +5.5% | -6.2% |
| 3M | +6.6% | +9.1% | -2.5% | +6.0% |
| 6M | +21.1% | -31.2% | +52.3% | +24.4% |
| YTD | +15.2% | -21.6% | +36.8% | +16.3% |
| 1Y | +18.8% | -38.8% | +57.6% | +37.6% |
| All | +18.8% | -34.9% | +53.7% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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