+649.9%
NVDL vs WCC
+129.8%
+520.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.8% | -2.8% |
| 7D | -10.3% | +1.4% | -11.7% | -11.3% |
| 30D | -7.1% | -2.3% | -4.8% | -5.7% |
| 3M | +6.6% | +3.7% | +2.9% | +3.2% |
| 6M | +21.1% | +34.8% | -13.7% | -6.4% |
| YTD | +15.2% | +46.1% | -30.9% | -17.4% |
| 1Y | +18.8% | +62.7% | -44.0% | -23.1% |
| 3Y | +649.9% | +133.6% | +516.3% | +252.5% |
| All | +649.9% | +129.8% | +520.1% | +252.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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