+99.6%
ALLE vs NVDX
+394.1%
-294.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -11.0% | +10.4% | -0.3% |
| 7D | +0.1% | -34.6% | +34.7% | +1.1% |
| 30D | +25.9% | -47.9% | +73.8% | +27.8% |
| 3M | +14.9% | -44.4% | +59.3% | +16.3% |
| 6M | +42.1% | -47.3% | +89.5% | +43.8% |
| YTD | +20.4% | -36.9% | +57.2% | +20.8% |
| 1Y | +14.9% | -46.8% | +61.7% | +15.8% |
| 3Y | +90.1% | +295.2% | -205.1% | +69.2% |
| All | +99.6% | +394.1% | -294.5% | +73.1% |
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