+2,490.2%
NVDL vs TRU
+25.0%
+2,465.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -10.3% | -2.7% | -7.6% | -8.9% |
| 30D | -7.1% | -2.0% | -5.1% | -6.6% |
| 3M | +6.6% | +18.4% | -11.9% | -6.7% |
| 6M | +21.1% | +8.9% | +12.2% | +10.6% |
| YTD | +15.2% | -8.9% | +24.2% | +15.8% |
| 1Y | +18.8% | -15.9% | +34.7% | +23.6% |
| 3Y | +649.9% | -1.1% | +651.0% | +632.3% |
| All | +2,490.2% | +25.0% | +2,465.2% | +1,891.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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