+213.0%
AEIS vs NVDX
+772.1%
-559.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.0% |
| 7D | +2.3% | -10.2% | +12.5% | +5.1% |
| 30D | -14.8% | -7.3% | -7.5% | -13.5% |
| 3M | -15.6% | +5.5% | -21.1% | -17.1% |
| 6M | -8.7% | +18.3% | -27.0% | -13.8% |
| YTD | +37.3% | +11.4% | +25.9% | +30.6% |
| 1Y | +80.3% | +12.7% | +67.7% | +69.1% |
| All | +213.0% | +772.1% | -559.1% | +87.7% |
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 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