+264.1%
AG vs NVD
-99.1%
+363.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +4.5% | -9.3% | -4.1% |
| 7D | -5.8% | +9.0% | -14.8% | -4.4% |
| 30D | +6.4% | -5.5% | +11.8% | +6.2% |
| 3M | +28.4% | -24.6% | +53.0% | +25.2% |
| 6M | -24.5% | -42.1% | +17.6% | -27.3% |
| YTD | +21.2% | -44.3% | +65.5% | +16.7% |
| 1Y | +114.1% | -54.2% | +168.3% | +104.3% |
| All | +264.1% | -99.1% | +363.2% | +232.3% |
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