+2,788.3%
NVDL vs USB
+69.2%
+2,719.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | +11.7% | +1.4% | +10.2% | +10.9% |
| 30D | +7.8% | -1.3% | +9.1% | +8.5% |
| 3M | +3.3% | +15.2% | -11.9% | -4.0% |
| 6M | +38.9% | +18.8% | +20.1% | +26.7% |
| YTD | +28.5% | +21.0% | +7.5% | +15.7% |
| 1Y | +40.6% | +34.0% | +6.6% | +19.6% |
| 3Y | +648.7% | +95.3% | +553.4% | +447.4% |
| All | +2,788.3% | +69.2% | +2,719.1% | +2,101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling