+648.3%
NVDL vs USB
+95.2%
+553.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +11.7% | +1.4% | +10.2% | +10.8% |
| 30D | +7.8% | -1.3% | +9.1% | +8.6% |
| 3M | +3.3% | +15.2% | -11.9% | -5.4% |
| 6M | +38.9% | +18.8% | +20.1% | +24.2% |
| YTD | +28.5% | +21.0% | +7.5% | +13.0% |
| 1Y | +40.6% | +34.0% | +6.6% | +15.1% |
| All | +648.3% | +95.2% | +553.1% | +416.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling