+134.9%
AS vs NVDX
+207.4%
-72.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.1% | -4.7% | -0.3% |
| 7D | +6.9% | -18.2% | +25.1% | +9.7% |
| 30D | +16.0% | -40.2% | +56.2% | +24.5% |
| 3M | -12.8% | -32.6% | +19.8% | -8.8% |
| 6M | -15.4% | -30.6% | +15.2% | -13.0% |
| YTD | -15.7% | -22.3% | +6.6% | -15.9% |
| 1Y | +6.1% | -27.1% | +33.2% | +6.4% |
| All | +134.9% | +207.4% | -72.5% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling