+2,494.8%
NVDL vs XYZ
+12.4%
+2,482.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.5% |
| 7D | -8.7% | -5.2% | -3.5% | -5.8% |
| 30D | -1.3% | 0.0% | -1.3% | -1.3% |
| 3M | +11.4% | +18.7% | -7.3% | -0.4% |
| 6M | +22.9% | +20.5% | +2.4% | +8.9% |
| YTD | +15.4% | +21.5% | -6.1% | -0.7% |
| 1Y | +18.8% | +7.2% | +11.5% | +9.0% |
| 3Y | +641.4% | +49.0% | +592.4% | +456.1% |
| All | +2,494.8% | +12.4% | +2,482.4% | +2,021.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling