-20.1%
NVDL vs TGT
+86.7%
-106.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +5.6% | -11.7% | -4.9% |
| 7D | -14.0% | +9.5% | -23.5% | -12.4% |
| 30D | -31.2% | +6.6% | -37.8% | -30.0% |
| 3M | -15.5% | +11.0% | -26.5% | -13.7% |
| 6M | -10.3% | +29.9% | -40.1% | -7.5% |
| YTD | -5.8% | +71.4% | -77.2% | +0.5% |
| 1Y | -20.1% | +88.6% | -108.7% | -14.0% |
| All | -20.1% | +86.7% | -106.8% | -14.0% |
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