+84.7%
AEP vs NVDX
+772.1%
-687.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -0.9% | -10.2% | +9.3% | -1.3% |
| 30D | -1.1% | -7.3% | +6.3% | -1.3% |
| 3M | -3.3% | +5.5% | -8.8% | -2.8% |
| 6M | -4.6% | +18.3% | -22.9% | -3.4% |
| YTD | +9.4% | +11.4% | -2.0% | +10.8% |
| 1Y | +16.9% | +12.7% | +4.3% | +18.9% |
| All | +84.7% | +772.1% | -687.5% | +97.9% |
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