+21.9%
APD vs NVDX
+357.5%
-335.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.0% | +4.1% | +0.2% |
| 7D | +3.8% | -24.7% | +28.6% | +4.2% |
| 30D | +8.2% | -48.2% | +56.4% | +9.2% |
| 3M | +4.3% | -51.9% | +56.2% | +5.3% |
| 6M | +4.7% | -55.6% | +60.3% | +5.7% |
| YTD | +31.5% | -41.5% | +73.1% | +31.9% |
| 1Y | +23.5% | -44.0% | +67.5% | +24.0% |
| 3Y | +29.1% | +262.2% | -233.1% | +25.7% |
| All | +21.9% | +357.5% | -335.6% | +16.7% |
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 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