+33.4%
A vs NVDX
+774.9%
-741.4%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.8% |
| 7D | -4.6% | -8.6% | +4.1% | -4.0% |
| 30D | -4.3% | -1.4% | -2.8% | -4.3% |
| 3M | +8.9% | +10.6% | -1.7% | +7.8% |
| 6M | +24.5% | +20.2% | +4.4% | +21.9% |
| YTD | +5.8% | +11.8% | -6.0% | +3.8% |
| 1Y | +16.2% | +12.9% | +3.3% | +13.3% |
| All | +33.4% | +774.9% | -741.4% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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