+2,490.2%
NVDL vs WPM
+293.0%
+2,197.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.9% |
| 7D | -10.3% | -0.6% | -9.8% | -10.1% |
| 30D | -7.1% | +14.4% | -21.5% | -11.6% |
| 3M | +6.6% | +37.0% | -30.4% | -5.2% |
| 6M | +21.1% | +4.1% | +16.9% | +17.5% |
| YTD | +15.2% | +31.7% | -16.5% | +3.3% |
| 1Y | +18.8% | +44.2% | -25.4% | +3.0% |
| 3Y | +649.9% | +265.5% | +384.4% | +429.6% |
| All | +2,490.2% | +293.0% | +2,197.2% | +1,653.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling