-21.9%
AS vs NVDX
+34.6%
-56.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.1% | +3.4% |
| 7D | -4.9% | +11.6% | -16.5% | -6.3% |
| 30D | -19.6% | +7.5% | -27.1% | -20.7% |
| 3M | -14.4% | +2.1% | -16.5% | -15.4% |
| 6M | -20.1% | +35.5% | -55.6% | -26.4% |
| YTD | -20.9% | +24.1% | -45.1% | -27.2% |
| 1Y | -21.9% | +33.0% | -54.8% | -28.3% |
| All | -21.9% | +34.6% | -56.4% | -28.3% |
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