+40.6%
NVDL vs TE
+132.3%
-91.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | +11.7% | -4.0% | +15.6% | +12.3% |
| 30D | +7.8% | -15.9% | +23.7% | +10.3% |
| 3M | +3.3% | -60.5% | +63.9% | +14.1% |
| 6M | +38.9% | -35.2% | +74.1% | +44.5% |
| YTD | +28.5% | -31.1% | +59.6% | +32.3% |
| 1Y | +40.6% | +148.6% | -108.0% | +43.2% |
| All | +40.6% | +132.3% | -91.7% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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