+2,494.8%
NVDL vs WCC
+173.5%
+2,321.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.2% | -1.5% | -2.5% |
| 7D | -8.7% | +1.7% | -10.3% | -9.8% |
| 30D | -1.3% | -6.1% | +4.7% | +3.0% |
| 3M | +11.4% | +3.1% | +8.3% | +8.5% |
| 6M | +22.9% | +28.2% | -5.3% | +0.1% |
| YTD | +15.4% | +41.1% | -25.7% | -13.3% |
| 1Y | +18.8% | +61.3% | -42.5% | -20.3% |
| 3Y | +641.4% | +123.6% | +517.7% | +287.9% |
| All | +2,494.8% | +173.5% | +2,321.3% | +860.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling