+121.2%
ALL vs NVDX
+871.3%
-750.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.8% | -1.3% |
| 7D | 0.0% | +11.6% | -11.6% | +0.3% |
| 30D | -1.5% | +7.5% | -9.0% | -1.2% |
| 3M | +23.6% | +2.1% | +21.5% | +24.2% |
| 6M | +22.3% | +35.5% | -13.2% | +23.6% |
| YTD | +26.5% | +24.1% | +2.4% | +27.8% |
| 1Y | +27.0% | +33.0% | -5.9% | +28.3% |
| All | +121.2% | +871.3% | -750.1% | +122.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling