+2,490.2%
NVDL vs XRT
+33.1%
+2,457.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -1.5% |
| 7D | -10.3% | -3.2% | -7.1% | -7.4% |
| 30D | -7.1% | -4.5% | -2.6% | -3.4% |
| 3M | +6.6% | -3.1% | +9.7% | +8.2% |
| 6M | +21.1% | +4.2% | +16.8% | +13.4% |
| YTD | +15.2% | -0.1% | +15.3% | +12.3% |
| 1Y | +18.8% | -3.0% | +21.8% | +18.8% |
| 3Y | +649.9% | +41.8% | +608.1% | +415.5% |
| All | +2,490.2% | +33.1% | +2,457.1% | +1,682.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling