+116.5%
AA vs NVDX
+815.5%
-699.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | 0.0% | -1.6% |
| 7D | -0.6% | -0.9% | +0.3% | -0.5% |
| 30D | -1.6% | +3.0% | -4.5% | -2.4% |
| 3M | -29.8% | +6.8% | -36.6% | -31.2% |
| 6M | -16.6% | +28.6% | -45.2% | -21.4% |
| YTD | -4.0% | +17.0% | -21.0% | -8.7% |
| 1Y | +63.5% | +27.0% | +36.5% | +52.6% |
| All | +116.5% | +815.5% | -699.0% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling