-10.5%
ALLE vs NVDX
+13.6%
-24.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | -0.2% |
| 7D | -2.8% | -8.6% | +5.9% | -2.6% |
| 30D | -10.2% | -1.4% | -8.8% | -10.1% |
| 3M | +17.4% | +10.6% | +6.8% | +17.3% |
| 6M | +3.3% | +20.2% | -16.8% | +3.5% |
| YTD | -4.2% | +11.8% | -16.0% | -4.7% |
| 1Y | -10.5% | +12.9% | -23.4% | -11.4% |
| All | -10.5% | +13.6% | -24.2% | -11.4% |
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