+2,490.2%
NVDL vs TGT
+16.0%
+2,474.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -10.3% | -5.2% | -5.1% | -9.3% |
| 30D | -7.1% | +1.2% | -8.3% | -7.5% |
| 3M | +6.6% | +18.4% | -11.8% | +2.0% |
| 6M | +21.1% | +33.4% | -12.4% | +11.9% |
| YTD | +15.2% | +63.8% | -48.6% | +0.5% |
| 1Y | +18.8% | +77.2% | -58.4% | +1.0% |
| 3Y | +649.9% | +41.8% | +608.1% | +559.7% |
| All | +2,490.2% | +16.0% | +2,474.2% | +2,468.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling