+115.3%
ADI vs NVD
-99.1%
+214.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.8% |
| 7D | +2.6% | +0.5% | +2.1% | +2.7% |
| 30D | -4.6% | -9.3% | +4.7% | -5.6% |
| 3M | -9.5% | -22.1% | +12.6% | -11.5% |
| 6M | +14.8% | -45.8% | +60.7% | +7.3% |
| YTD | +35.8% | -46.7% | +82.5% | +27.6% |
| 1Y | +48.9% | -59.5% | +108.4% | +35.5% |
| All | +115.3% | -99.1% | +214.5% | +39.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling