+40.6%
NVDL vs WCN
-8.7%
+49.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +0.9% |
| 7D | +11.7% | -0.6% | +12.3% | +11.1% |
| 30D | +7.8% | +0.4% | +7.4% | +8.3% |
| 3M | +3.3% | +7.3% | -4.0% | +8.2% |
| 6M | +38.9% | -2.5% | +41.4% | +40.8% |
| YTD | +28.5% | -5.4% | +33.8% | +26.5% |
| 1Y | +40.6% | -8.5% | +49.1% | +54.6% |
| All | +40.6% | -8.7% | +49.3% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 1y: compounded portfolio wealth divided by compounded WCN 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…
1y analysis · Full analysis span regression · 6 months rolling