+0.3%
AGI vs NVDX
-27.2%
+27.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -6.2% | +17.0% | +12.0% |
| 7D | -5.3% | -14.1% | +8.8% | -2.5% |
| 30D | -7.1% | -31.3% | +24.2% | 0.0% |
| 3M | +4.4% | -16.2% | +20.6% | +7.2% |
| 6M | -23.0% | -11.9% | -11.1% | -21.8% |
| YTD | -22.0% | -9.4% | -12.6% | -23.3% |
| 1Y | +0.3% | -23.9% | +24.1% | +2.8% |
| All | +0.3% | -27.2% | +27.5% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling