+649.9%
NVDL vs AGI
+206.1%
+443.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -10.3% | -2.7% | -7.6% | -9.4% |
| 30D | -7.1% | +7.2% | -14.4% | -9.5% |
| 3M | +6.6% | +4.3% | +2.3% | +4.2% |
| 6M | +21.1% | -27.1% | +48.2% | +33.0% |
| YTD | +15.2% | -6.6% | +21.8% | +14.8% |
| 1Y | +18.8% | +9.5% | +9.3% | +10.7% |
| 3Y | +649.9% | +208.4% | +441.5% | +468.8% |
| All | +649.9% | +206.1% | +443.8% | +468.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling