+40.6%
NVDL vs AGI
+17.6%
+23.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.6% | +2.4% |
| 7D | +11.7% | +0.6% | +11.1% | +11.4% |
| 30D | +7.8% | +18.2% | -10.4% | +1.2% |
| 3M | +3.3% | -4.1% | +7.4% | +4.2% |
| 6M | +38.9% | -28.7% | +67.6% | +49.6% |
| YTD | +28.5% | -4.0% | +32.5% | +26.3% |
| 1Y | +40.6% | +17.4% | +23.2% | +21.6% |
| All | +40.6% | +17.6% | +23.0% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling