+65.0%
ALLY vs NVDX
+318.4%
-253.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.0% | -4.4% | +1.1% |
| 7D | -2.8% | -26.1% | +23.3% | -0.5% |
| 30D | +1.9% | -43.3% | +45.2% | +6.5% |
| 3M | -12.1% | -41.0% | +28.9% | -8.7% |
| 6M | -9.0% | -46.3% | +37.3% | -5.4% |
| YTD | -12.9% | -33.1% | +20.1% | -11.9% |
| 1Y | -0.1% | -40.1% | +40.0% | +1.9% |
| All | +65.0% | +318.4% | -253.4% | +46.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling