-21.7%
AS vs NVDX
+34.5%
-56.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.9% | +1.1% | -2.3% |
| 7D | -2.6% | +7.3% | -9.9% | -3.5% |
| 30D | -22.1% | -0.9% | -21.2% | -22.3% |
| 3M | -15.3% | +8.4% | -23.7% | -17.1% |
| 6M | -15.6% | +38.2% | -53.7% | -22.2% |
| YTD | -23.2% | +19.3% | -42.5% | -28.8% |
| 1Y | -21.7% | +33.3% | -54.9% | -27.1% |
| All | -21.7% | +34.5% | -56.2% | -27.1% |
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