+2,494.8%
NVDL vs AGI
+255.1%
+2,239.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.3% | -1.4% | -3.6% |
| 7D | -8.7% | -5.3% | -3.4% | -7.0% |
| 30D | -1.3% | +6.8% | -8.1% | -3.5% |
| 3M | +11.4% | +8.3% | +3.1% | +7.7% |
| 6M | +22.9% | -29.2% | +52.1% | +35.2% |
| YTD | +15.4% | -7.3% | +22.7% | +15.6% |
| 1Y | +18.8% | +8.0% | +10.7% | +12.5% |
| 3Y | +641.4% | +206.6% | +434.8% | +455.3% |
| All | +2,494.8% | +255.1% | +2,239.7% | +1,803.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling