+73.0%
ALLY vs NVDX
+357.5%
-284.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.8% | +1.2% |
| 7D | +0.4% | -24.7% | +25.1% | +2.6% |
| 30D | +5.2% | -48.2% | +53.4% | +10.7% |
| 3M | -13.3% | -51.9% | +38.6% | -8.5% |
| 6M | -6.7% | -55.6% | +49.0% | -1.4% |
| YTD | -12.8% | -41.5% | +28.7% | -10.9% |
| 1Y | +0.7% | -44.0% | +44.7% | +3.1% |
| 3Y | +65.2% | +262.2% | -197.0% | +52.3% |
| All | +73.0% | +357.5% | -284.5% | +59.7% |
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