+18.8%
NVDL vs W
+10.7%
+8.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | -10.3% | -0.9% | -9.5% | -10.1% |
| 30D | -7.1% | -4.2% | -2.9% | -6.0% |
| 3M | +6.6% | +26.9% | -20.3% | -6.2% |
| 6M | +21.1% | +31.2% | -10.2% | +4.5% |
| YTD | +15.2% | -1.8% | +17.0% | +10.0% |
| 1Y | +18.8% | +9.3% | +9.5% | +5.8% |
| All | +18.8% | +10.7% | +8.1% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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