-95.1%
NDLS price history and return analytics
+316.1%
-411.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -3.1% | +0.4% | -3.6% | -3.6% |
| 30D | -21.0% | +1.0% | -21.9% | -21.8% |
| 3M | +9.6% | +2.4% | +7.2% | +6.5% |
| 6M | +116.0% | +12.0% | +104.0% | +86.6% |
| YTD | +152.1% | +15.3% | +136.8% | +110.9% |
| 1Y | +159.4% | +22.6% | +136.8% | +100.2% |
| 3Y | -36.7% | +74.7% | -111.4% | -67.9% |
| 5Y | -85.5% | +66.1% | -151.6% | -92.0% |
| 10Y | -72.7% | +225.0% | -297.7% | -91.6% |
| All | -95.1% | +316.1% | -411.2% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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