+2,494.8%
NVDL vs XEL
+18.0%
+2,476.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -5.4% |
| 7D | -8.7% | -1.2% | -7.5% | -9.4% |
| 30D | -1.3% | -2.9% | +1.6% | -3.2% |
| 3M | +11.4% | -2.7% | +14.1% | +9.5% |
| 6M | +22.9% | -6.5% | +29.4% | +18.7% |
| YTD | +15.4% | +3.6% | +11.8% | +20.2% |
| 1Y | +18.8% | +7.5% | +11.2% | +27.4% |
| 3Y | +641.4% | +46.3% | +595.0% | +989.6% |
| All | +2,494.8% | +18.0% | +2,476.8% | +3,944.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling