+135.3%
ADI vs NVDX
+772.1%
-636.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +4.9% |
| 7D | +4.6% | -10.2% | +14.8% | +6.4% |
| 30D | -1.2% | -7.3% | +6.2% | -0.3% |
| 3M | -7.8% | +5.5% | -13.3% | -9.3% |
| 6M | +19.3% | +18.3% | +1.1% | +13.9% |
| YTD | +40.9% | +11.4% | +29.5% | +34.7% |
| 1Y | +54.5% | +12.7% | +41.8% | +45.6% |
| All | +135.3% | +772.1% | -636.9% | +59.5% |
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