+59.3%
ALLE vs NVDX
+815.5%
-756.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.7% |
| 7D | -2.2% | -0.9% | -1.3% | -2.1% |
| 30D | -8.3% | +3.0% | -11.3% | -8.5% |
| 3M | +16.3% | +6.8% | +9.5% | +15.8% |
| 6M | +1.8% | +28.6% | -26.8% | +0.7% |
| YTD | -3.9% | +17.0% | -20.9% | -4.9% |
| 1Y | -10.0% | +27.0% | -37.0% | -11.4% |
| All | +59.3% | +815.5% | -756.3% | +36.2% |
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