+40.6%
NVDL vs AG
+125.2%
-84.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.3% |
| 7D | +11.7% | +1.0% | +10.7% | +11.3% |
| 30D | +7.8% | +19.2% | -11.3% | +2.2% |
| 3M | +3.3% | +6.2% | -2.8% | +0.8% |
| 6M | +38.9% | -26.7% | +65.6% | +44.3% |
| YTD | +28.5% | +26.1% | +2.4% | +15.9% |
| 1Y | +40.6% | +131.7% | -91.1% | +0.3% |
| All | +40.6% | +125.2% | -84.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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