+79.8%
ACWI vs NVDX
+376.7%
-297.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.0% | +8.4% | +0.3% |
| 7D | +2.7% | -17.5% | +20.2% | +4.4% |
| 30D | -2.6% | -49.2% | +46.7% | +3.6% |
| 3M | -3.2% | -49.3% | +46.2% | +2.7% |
| 6M | +1.9% | -52.0% | +53.8% | +7.8% |
| YTD | +11.3% | -39.1% | +50.4% | +14.2% |
| 1Y | +11.7% | -45.8% | +57.4% | +15.5% |
| 3Y | +74.4% | +281.3% | -206.9% | +40.9% |
| All | +79.8% | +376.7% | -297.0% | +39.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling