+2,494.8%
NVDL vs STLA
-55.3%
+2,550.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.6% |
| 7D | -8.7% | -3.8% | -4.9% | -6.8% |
| 30D | -1.3% | -3.1% | +1.8% | 0.0% |
| 3M | +11.4% | -19.6% | +31.0% | +23.7% |
| 6M | +22.9% | -23.5% | +46.4% | +41.3% |
| YTD | +15.4% | -51.5% | +66.9% | +61.1% |
| 1Y | +18.8% | -39.7% | +58.4% | +38.3% |
| 3Y | +641.4% | -66.3% | +707.7% | +1,050.0% |
| All | +2,494.8% | -55.3% | +2,550.1% | +2,466.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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