+129.4%
ADI vs NVDL
+2,476.2%
-2,346.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.0% | +4.9% |
| 7D | +4.6% | -10.3% | +14.9% | +6.4% |
| 30D | -1.2% | -7.1% | +5.9% | -0.4% |
| 3M | -7.8% | +6.6% | -14.4% | -9.4% |
| 6M | +19.3% | +21.1% | -1.7% | +13.5% |
| YTD | +40.9% | +15.2% | +25.7% | +34.1% |
| 1Y | +54.5% | +18.8% | +35.7% | +44.5% |
| 3Y | +123.4% | +649.9% | -526.5% | +43.6% |
| All | +129.4% | +2,476.2% | -2,346.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 5y: compounded portfolio wealth divided by compounded NVDL 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…
5y analysis · Full analysis span regression · 6 months rolling