+2,494.8%
NVDL vs TT
+153.2%
+2,341.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -3.5% |
| 7D | -8.7% | -1.0% | -7.7% | -7.5% |
| 30D | -1.3% | -8.9% | +7.6% | +10.6% |
| 3M | +11.4% | -1.8% | +13.2% | +13.4% |
| 6M | +22.9% | +1.9% | +21.0% | +18.2% |
| YTD | +15.4% | +13.8% | +1.6% | -5.9% |
| 1Y | +18.8% | +6.1% | +12.6% | +5.6% |
| 3Y | +641.4% | +119.6% | +521.8% | +262.4% |
| All | +2,494.8% | +153.2% | +2,341.5% | +917.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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