+649.9%
NVDL vs WPM
+267.3%
+382.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -1.1% |
| 7D | -10.3% | -0.6% | -9.8% | -10.1% |
| 30D | -7.1% | +14.4% | -21.5% | -12.4% |
| 3M | +6.6% | +37.0% | -30.4% | -7.2% |
| 6M | +21.1% | +4.1% | +16.9% | +17.0% |
| YTD | +15.2% | +31.7% | -16.5% | +0.4% |
| 1Y | +18.8% | +44.2% | -25.4% | -1.1% |
| 3Y | +649.9% | +265.5% | +384.4% | +353.3% |
| All | +649.9% | +267.3% | +382.6% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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