+2,494.8%
NVDL vs TRU
+23.8%
+2,471.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.1% | -4.6% | -4.6% |
| 7D | -8.7% | -9.4% | +0.7% | -3.7% |
| 30D | -1.3% | -4.1% | +2.8% | +0.4% |
| 3M | +11.4% | +13.6% | -2.2% | -0.1% |
| 6M | +22.9% | +3.6% | +19.3% | +15.7% |
| YTD | +15.4% | -9.8% | +25.2% | +16.6% |
| 1Y | +18.8% | -13.6% | +32.4% | +20.7% |
| 3Y | +641.4% | -2.0% | +643.3% | +627.3% |
| All | +2,494.8% | +23.8% | +2,471.0% | +1,906.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling