+50.8%
NVDX vs ADVB
-97.4%
+148.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.5% | -12.3% | -8.8% |
| 7D | -23.4% | -1.2% | -22.2% | -23.3% |
| 30D | -41.5% | -61.4% | +19.9% | -40.7% |
| 3M | -41.1% | -67.8% | +26.7% | -40.3% |
| 6M | -40.9% | -66.9% | +26.0% | -40.3% |
| YTD | -29.1% | -64.9% | +35.8% | -29.9% |
| 1Y | -33.5% | -74.8% | +41.2% | -32.5% |
| All | +50.8% | -97.4% | +148.3% | +114.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling