-20.1%
NVDL vs SU
+88.1%
-108.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.5% | -1.6% | -6.9% |
| 7D | -14.0% | -7.1% | -6.9% | -15.3% |
| 30D | -31.2% | +4.8% | -35.9% | -29.9% |
| 3M | -15.5% | +12.5% | -28.0% | -12.2% |
| 6M | -10.3% | +6.5% | -16.7% | -9.7% |
| YTD | -5.8% | +65.8% | -71.6% | -0.4% |
| 1Y | -20.1% | +86.2% | -106.2% | -10.6% |
| All | -20.1% | +88.1% | -108.2% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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