+33.3%
NVDX vs ADVB
+10.9%
+22.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.8% | -0.1% | -4.0% |
| 7D | +7.3% | -14.0% | +21.3% | +6.9% |
| 30D | -0.9% | +41.0% | -41.9% | +0.1% |
| 3M | +8.4% | +127.9% | -119.5% | +15.1% |
| 6M | +38.2% | +101.3% | -63.2% | +45.1% |
| YTD | +19.3% | +53.8% | -34.5% | +24.7% |
| 1Y | +33.3% | +4.4% | +28.8% | +37.2% |
| All | +33.3% | +10.9% | +22.4% | +37.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling