+649.9%
NVDL vs SHW
+22.1%
+627.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -1.4% |
| 7D | -10.3% | -3.1% | -7.2% | -8.4% |
| 30D | -7.1% | -10.0% | +2.9% | -0.7% |
| 3M | +6.6% | +2.3% | +4.3% | +3.7% |
| 6M | +21.1% | +0.7% | +20.4% | +18.7% |
| YTD | +15.2% | +0.5% | +14.7% | +11.4% |
| 1Y | +18.8% | -11.5% | +30.3% | +27.5% |
| 3Y | +649.9% | +21.3% | +628.6% | +546.4% |
| All | +649.9% | +22.1% | +627.8% | +546.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 3y: compounded portfolio wealth divided by compounded SHW 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…
3y analysis · Full analysis span regression · 6 months rolling