+692.2%
NVDL vs STLD
+141.4%
+550.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.5% |
| 7D | +7.3% | +2.7% | +4.6% | +5.3% |
| 30D | -0.7% | -8.4% | +7.7% | +5.3% |
| 3M | +9.5% | -9.9% | +19.3% | +15.8% |
| 6M | +41.6% | +33.0% | +8.6% | +7.0% |
| YTD | +23.3% | +42.6% | -19.3% | -13.0% |
| 1Y | +40.3% | +80.8% | -40.5% | -20.6% |
| 3Y | +692.2% | +143.4% | +548.8% | +275.2% |
| All | +692.2% | +141.4% | +550.8% | +275.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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