-20.1%
NVDL vs TRI
-22.4%
+2.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +6.4% | -12.5% | -4.5% |
| 7D | -14.0% | +1.0% | -15.0% | -13.5% |
| 30D | -31.2% | +20.8% | -51.9% | -28.0% |
| 3M | -15.5% | +8.1% | -23.6% | -12.8% |
| 6M | -10.3% | +24.2% | -34.4% | -2.4% |
| YTD | -5.8% | -7.8% | +2.0% | -2.3% |
| 1Y | -20.1% | -16.7% | -3.4% | -19.9% |
| All | -20.1% | -22.4% | +2.4% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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