+2,490.2%
NVDL vs WU
-32.7%
+2,522.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -10.3% | -3.5% | -6.8% | -10.0% |
| 30D | -7.1% | -2.9% | -4.2% | -6.9% |
| 3M | +6.6% | -2.3% | +8.8% | +5.3% |
| 6M | +21.1% | -25.4% | +46.4% | +24.1% |
| YTD | +15.2% | -21.2% | +36.4% | +17.2% |
| 1Y | +18.8% | -8.9% | +27.7% | +17.5% |
| 3Y | +649.9% | -29.0% | +678.9% | +634.7% |
| All | +2,490.2% | -32.7% | +2,522.9% | +2,793.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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