+38.1%
AR vs NVDX
+774.9%
-736.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +0.5% |
| 7D | -1.3% | -8.6% | +7.3% | -0.6% |
| 30D | +3.5% | -1.4% | +5.0% | +3.4% |
| 3M | +9.9% | +10.6% | -0.7% | +7.9% |
| 6M | +4.5% | +20.2% | -15.6% | +0.9% |
| YTD | +13.7% | +11.8% | +1.9% | +9.9% |
| 1Y | +19.2% | +12.9% | +6.3% | +14.3% |
| All | +38.1% | +774.9% | -736.7% | +36.8% |
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