+148.8%
NVDX vs ADVB
-89.4%
+238.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.3% | +3.4% | -1.9% |
| 7D | -0.9% | -13.0% | +12.1% | -0.8% |
| 30D | +3.0% | +7.5% | -4.5% | +2.9% |
| 3M | +6.8% | +129.1% | -122.3% | +4.7% |
| 6M | +28.6% | +71.7% | -43.1% | +24.1% |
| YTD | +17.0% | +45.5% | -28.6% | +13.7% |
| 1Y | +27.0% | -2.7% | +29.8% | +24.6% |
| All | +148.8% | -89.4% | +238.2% | +247.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling