-99.2%
NVD vs AGI
+227.6%
-326.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.6% | +2.4% |
| 7D | +0.5% | +2.2% | -1.7% | +1.5% |
| 30D | -9.3% | +11.3% | -20.6% | -5.1% |
| 3M | -22.1% | +5.6% | -27.7% | -18.7% |
| 6M | -45.8% | -27.7% | -18.1% | -48.6% |
| YTD | -46.7% | -4.1% | -42.6% | -43.8% |
| 1Y | -59.5% | +13.8% | -73.3% | -53.3% |
| 3Y | -99.2% | +217.0% | -316.2% | -98.6% |
| All | -99.2% | +227.6% | -326.7% | -98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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