+22.9%
NVDL vs WCC
+28.6%
-5.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.2% | -1.5% | -3.0% |
| 7D | -8.7% | +1.7% | -10.3% | -9.5% |
| 30D | -1.3% | -6.1% | +4.7% | +1.9% |
| 3M | +11.4% | +3.1% | +8.3% | +10.3% |
| 6M | +22.9% | +28.2% | -5.3% | +4.8% |
| All | +22.9% | +28.6% | -5.7% | +4.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling