+87.4%
AEIS vs NVDX
+34.6%
+52.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +1.9% |
| 7D | +3.0% | +11.6% | -8.6% | -1.1% |
| 30D | -14.6% | +7.5% | -22.2% | -17.2% |
| 3M | -12.4% | +2.1% | -14.6% | -14.7% |
| 6M | -15.0% | +35.5% | -50.5% | -26.1% |
| YTD | +34.3% | +24.1% | +10.2% | +18.2% |
| 1Y | +87.4% | +33.0% | +54.4% | +62.7% |
| All | +87.4% | +34.6% | +52.8% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling