+133.9%
ASML vs NVDX
+265.5%
-131.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.0% | +3.9% | +0.9% |
| 7D | +4.9% | -24.7% | +29.7% | +12.6% |
| 30D | -9.3% | -48.2% | +38.9% | +7.4% |
| 3M | -19.0% | -51.9% | +32.9% | -3.0% |
| 6M | -5.2% | -55.6% | +50.4% | +14.5% |
| YTD | +40.6% | -41.5% | +82.1% | +55.8% |
| 1Y | +47.5% | -44.0% | +91.5% | +64.5% |
| 3Y | +133.9% | +262.2% | -128.3% | +46.3% |
| All | +133.9% | +265.5% | -131.6% | +46.3% |
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 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