+252.2%
AG vs NVD
-99.2%
+351.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -0.4% |
| 7D | +4.5% | -7.7% | +12.1% | +3.2% |
| 30D | +12.9% | -5.8% | +18.7% | +12.6% |
| 3M | +20.9% | -23.2% | +44.2% | +18.2% |
| 6M | -19.5% | -49.7% | +30.2% | -24.2% |
| YTD | +24.8% | -47.7% | +72.5% | +18.8% |
| 1Y | +120.2% | -61.3% | +181.6% | +105.2% |
| 3Y | +279.0% | -99.2% | +378.2% | +221.8% |
| All | +252.2% | -99.2% | +351.4% | +199.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling