+2,622.7%
NVDL vs AG
+130.5%
+2,492.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.3% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | +3.4% | +12.5% | -9.0% | +0.3% |
| 3M | +8.1% | +28.2% | -20.0% | +1.0% |
| 6M | +31.9% | -18.8% | +50.7% | +36.8% |
| YTD | +21.1% | +27.4% | -6.3% | +10.6% |
| 1Y | +34.0% | +132.2% | -98.1% | +4.3% |
| 3Y | +677.9% | +286.9% | +391.1% | +427.1% |
| All | +2,622.7% | +130.5% | +2,492.3% | +1,798.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling