+125.7%
ADI vs NVD
-99.1%
+224.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.9% |
| 7D | +4.6% | +10.8% | -6.3% | +6.4% |
| 30D | -1.2% | +0.8% | -1.9% | -0.5% |
| 3M | -7.8% | -20.8% | +13.0% | -9.6% |
| 6M | +19.3% | -41.2% | +60.5% | +13.0% |
| YTD | +40.9% | -44.2% | +85.1% | +33.4% |
| 1Y | +54.5% | -54.2% | +108.7% | +43.5% |
| 3Y | +123.4% | -99.1% | +222.6% | +47.1% |
| All | +125.7% | -99.1% | +224.9% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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