+2,490.2%
NVDL vs WCC
+183.7%
+2,306.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -2.8% |
| 7D | -10.3% | +1.5% | -11.9% | -11.4% |
| 30D | -7.1% | -2.1% | -5.0% | -5.8% |
| 3M | +6.6% | +3.8% | +2.8% | +3.2% |
| 6M | +21.1% | +35.0% | -13.9% | -5.0% |
| YTD | +15.2% | +46.4% | -31.1% | -15.7% |
| 1Y | +18.8% | +63.0% | -44.2% | -20.7% |
| 3Y | +649.9% | +133.9% | +516.0% | +280.3% |
| All | +2,490.2% | +183.7% | +2,306.5% | +833.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling