+40.6%
NVDL vs TGT
+84.5%
-43.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.7% |
| 7D | +11.7% | +0.8% | +10.9% | +11.8% |
| 30D | +7.8% | +12.2% | -4.3% | +8.6% |
| 3M | +3.3% | +33.8% | -30.5% | +4.6% |
| 6M | +38.9% | +39.3% | -0.4% | +39.4% |
| YTD | +28.5% | +72.9% | -44.4% | +31.4% |
| 1Y | +40.6% | +84.6% | -44.0% | +40.5% |
| All | +40.6% | +84.5% | -43.9% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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