+247.2%
AG vs NVDX
+772.1%
-524.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.9% |
| 7D | -6.7% | -10.2% | +3.5% | -5.1% |
| 30D | +2.2% | -7.3% | +9.5% | +3.2% |
| 3M | +15.7% | +5.5% | +10.2% | +14.0% |
| 6M | -23.8% | +18.3% | -42.1% | -26.1% |
| YTD | +17.6% | +11.4% | +6.2% | +14.2% |
| 1Y | +88.6% | +12.7% | +75.9% | +82.1% |
| All | +247.2% | +772.1% | -524.9% | +187.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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