+73.9%
ACWI vs NVDX
+265.5%
-191.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.8% | +0.1% |
| 7D | +2.4% | -24.7% | +27.2% | +5.1% |
| 30D | -1.7% | -48.2% | +46.5% | +4.3% |
| 3M | -3.9% | -51.9% | +47.9% | +2.3% |
| 6M | +0.8% | -55.6% | +56.4% | +7.4% |
| YTD | +11.0% | -41.5% | +52.6% | +14.3% |
| 1Y | +13.1% | -44.0% | +57.1% | +16.6% |
| 3Y | +73.9% | +262.2% | -188.3% | +45.2% |
| All | +73.9% | +265.5% | -191.6% | +45.2% |
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