+649.9%
NVDL vs XEL
+46.5%
+603.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.1% |
| 7D | -10.3% | -0.3% | -10.0% | -10.5% |
| 30D | -7.1% | -3.9% | -3.2% | -9.8% |
| 3M | +6.6% | -2.8% | +9.4% | +4.5% |
| 6M | +21.1% | -5.4% | +26.5% | +17.5% |
| YTD | +15.2% | +3.8% | +11.5% | +20.8% |
| 1Y | +18.8% | +6.8% | +12.0% | +28.1% |
| 3Y | +649.9% | +45.6% | +604.3% | +1,083.2% |
| All | +649.9% | +46.5% | +603.4% | +1,083.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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