-37.1%
NVDL vs USB
+32.1%
-69.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.1% | +5.9% | +5.8% |
| 7D | -26.2% | -0.5% | -25.7% | -26.0% |
| 30D | -43.2% | +5.7% | -48.9% | -43.7% |
| 3M | -40.5% | -4.7% | -35.8% | -39.5% |
| 6M | -45.4% | +13.4% | -58.8% | -47.1% |
| YTD | -30.5% | +17.0% | -47.5% | -34.8% |
| 1Y | -37.1% | +32.4% | -69.5% | -43.4% |
| All | -37.1% | +32.1% | -69.2% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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