+2,494.8%
NVDL vs W
+132.4%
+2,362.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.7% | -2.0% | -3.7% |
| 7D | -8.7% | +0.5% | -9.2% | -8.8% |
| 30D | -1.3% | -5.6% | +4.3% | +0.6% |
| 3M | +11.4% | +41.9% | -30.6% | -6.6% |
| 6M | +22.9% | +30.2% | -7.3% | +6.4% |
| YTD | +15.4% | -2.9% | +18.4% | +10.6% |
| 1Y | +18.8% | +11.6% | +7.2% | +6.1% |
| 3Y | +641.4% | +37.0% | +604.4% | +415.2% |
| All | +2,494.8% | +132.4% | +2,362.3% | +1,277.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling