+2,494.8%
NVDL vs WU
-33.1%
+2,527.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.6% |
| 7D | -8.7% | -5.0% | -3.7% | -8.3% |
| 30D | -1.3% | -2.3% | +1.0% | -1.1% |
| 3M | +11.4% | -3.2% | +14.6% | +10.2% |
| 6M | +22.9% | -25.0% | +47.9% | +25.9% |
| YTD | +15.4% | -21.7% | +37.1% | +17.5% |
| 1Y | +18.8% | -9.0% | +27.7% | +17.4% |
| 3Y | +641.4% | -28.9% | +670.3% | +625.3% |
| All | +2,494.8% | -33.1% | +2,527.9% | +2,799.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling