+13.7%
AR vs NVDX
-27.2%
+40.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -6.2% | -0.1% | -6.6% |
| 7D | -11.1% | -14.1% | +3.0% | -11.8% |
| 30D | +7.9% | -31.3% | +39.2% | +5.8% |
| 3M | +4.9% | -16.2% | +21.0% | +4.2% |
| 6M | -5.3% | -11.9% | +6.6% | -5.0% |
| YTD | +8.6% | -9.4% | +18.0% | +10.3% |
| 1Y | +13.7% | -23.9% | +37.5% | +16.7% |
| All | +13.7% | -27.2% | +40.9% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling