+78.7%
ACWI vs NVDX
+394.1%
-315.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.0% | +10.5% | +0.6% |
| 7D | -0.2% | -34.6% | +34.4% | +3.8% |
| 30D | -3.3% | -47.9% | +44.6% | +2.7% |
| 3M | -3.4% | -44.4% | +41.0% | +1.5% |
| 6M | +0.8% | -47.3% | +48.2% | +5.8% |
| YTD | +10.7% | -36.9% | +47.6% | +13.2% |
| 1Y | +11.6% | -46.8% | +58.4% | +15.7% |
| 3Y | +73.4% | +295.2% | -221.8% | +39.7% |
| All | +78.7% | +394.1% | -315.4% | +38.1% |
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