-40.7%
ACI vs NVDX
+772.1%
-812.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.6% | +3.2% |
| 7D | -3.7% | -10.2% | +6.5% | -4.1% |
| 30D | +0.6% | -7.3% | +7.9% | +0.5% |
| 3M | -20.3% | +5.5% | -25.9% | -19.9% |
| 6M | -24.7% | +18.3% | -42.9% | -23.8% |
| YTD | -27.2% | +11.4% | -38.7% | -26.4% |
| 1Y | -32.7% | +12.7% | -45.4% | -31.9% |
| All | -40.7% | +772.1% | -812.8% | -40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling