+2,494.8%
NVDL vs AG
+119.3%
+2,375.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.9% | +0.2% | -3.4% |
| 7D | -8.7% | -5.8% | -2.9% | -7.2% |
| 30D | -1.3% | +6.4% | -7.7% | -2.9% |
| 3M | +11.4% | +28.4% | -17.0% | +4.0% |
| 6M | +22.9% | -24.5% | +47.3% | +29.8% |
| YTD | +15.4% | +21.2% | -5.8% | +6.8% |
| 1Y | +18.8% | +114.1% | -95.3% | -5.7% |
| 3Y | +641.4% | +268.0% | +373.3% | +409.2% |
| All | +2,494.8% | +119.3% | +2,375.5% | +1,734.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling