+649.9%
NVDL vs UUUU
+74.5%
+575.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +1.5% |
| 7D | -10.3% | -10.5% | +0.2% | -7.0% |
| 30D | -7.1% | -10.5% | +3.4% | -3.9% |
| 3M | +6.6% | -14.1% | +20.7% | +11.3% |
| 6M | +21.1% | -35.5% | +56.5% | +35.7% |
| YTD | +15.2% | -10.9% | +26.1% | +12.0% |
| 1Y | +18.8% | +3.4% | +15.4% | +0.4% |
| 3Y | +649.9% | +73.1% | +576.8% | +309.2% |
| All | +649.9% | +74.5% | +575.4% | +309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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