+33.4%
AG vs NVD
-27.4%
+60.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +6.5% | +2.7% | +11.1% |
| 7D | -2.6% | +15.0% | -17.6% | +2.0% |
| 30D | -12.1% | +39.3% | -51.4% | -1.7% |
| 3M | -6.6% | +3.1% | -9.7% | -3.0% |
| 6M | -20.5% | -19.0% | -1.5% | -18.7% |
| YTD | -7.4% | -35.5% | +28.1% | -10.1% |
| 1Y | +33.4% | -30.2% | +63.6% | +36.9% |
| All | +33.4% | -27.4% | +60.7% | +36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling