+18.8%
NVDL vs AG
+110.7%
-91.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.8% | +0.8% |
| 7D | -10.3% | -6.7% | -3.6% | -8.3% |
| 30D | -7.1% | +2.2% | -9.3% | -7.6% |
| 3M | +6.6% | +15.7% | -9.1% | +1.6% |
| 6M | +21.1% | -23.8% | +44.9% | +26.5% |
| YTD | +15.2% | +17.6% | -2.4% | +5.8% |
| 1Y | +18.8% | +88.6% | -69.8% | -10.3% |
| All | +18.8% | +110.7% | -91.9% | -10.3% |
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