+18.8%
NVDL vs SIMO
+220.5%
-201.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.5% | -0.2% | -3.7% |
| 7D | -8.7% | +12.5% | -21.2% | -11.3% |
| 30D | -1.3% | +18.4% | -19.7% | -5.6% |
| 3M | +11.4% | +5.6% | +5.8% | +8.7% |
| 6M | +22.9% | +116.9% | -94.0% | -6.5% |
| YTD | +15.4% | +188.4% | -173.0% | -25.8% |
| 1Y | +18.8% | +221.3% | -202.5% | -28.8% |
| All | +18.8% | +220.5% | -201.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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