+725.2%
NVDL vs WM
+45.0%
+680.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +1.1% |
| 7D | +11.7% | -0.3% | +12.0% | +11.5% |
| 30D | +7.8% | -2.4% | +10.2% | +7.0% |
| 3M | +3.3% | +0.4% | +2.9% | +4.1% |
| 6M | +38.9% | -9.5% | +48.4% | +37.4% |
| YTD | +28.5% | +0.5% | +28.0% | +29.3% |
| 1Y | +40.6% | -1.1% | +41.7% | +43.6% |
| All | +725.2% | +45.0% | +680.3% | +900.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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