+649.9%
NVDL vs XHB
+23.1%
+626.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.4% |
| 7D | -10.3% | -4.6% | -5.7% | -6.9% |
| 30D | -7.1% | -9.1% | +2.0% | -0.2% |
| 3M | +6.6% | -8.6% | +15.1% | +13.5% |
| 6M | +21.1% | -4.0% | +25.1% | +24.1% |
| YTD | +15.2% | -3.9% | +19.2% | +15.9% |
| 1Y | +18.8% | -16.5% | +35.3% | +33.9% |
| 3Y | +649.9% | +22.6% | +627.3% | +471.4% |
| All | +649.9% | +23.1% | +626.8% | +471.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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