+18.8%
NVDL vs XYZ
+7.1%
+11.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -10.3% | -4.3% | -6.0% | -8.9% |
| 30D | -7.1% | +1.2% | -8.3% | -7.3% |
| 3M | +6.6% | +14.6% | -8.1% | +0.8% |
| 6M | +21.1% | +22.6% | -1.5% | +12.2% |
| YTD | +15.2% | +21.7% | -6.5% | +10.4% |
| 1Y | +18.8% | +6.7% | +12.1% | +22.9% |
| All | +18.8% | +7.1% | +11.7% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling